Senior Operations Analyst responsible for reviewing and processing Automated Investment products at Bank of America. Analyzing issues, enhancing procedures, and supporting operational efficiency.
Responsibilities
Analyzing day-to-day issues and providing resolution for various issues identified within a business unit
Building new procedures and completing complex non-routine analytics
Creating reports and reviewing exception testing and processing
Supporting continuous improvement of processes by identifying trends
Reviewing and processing all work for the Automated Investment (Sweep) product
Responsible for reading, analyzing and determining the appropriate handling and resolution of requests
Working with business partners and clients to provide resolution to inquiries and technical support
Processing/verifying account set ups and maintenance for Sweep
Assigning incoming work and assisting with audit reviews and regulatory reporting
Conducting simple/complex research and providing timely responses to inquiries
Requirements
2 to 4 years of experience in banking and/or treasury management services
Intermediate proficiency in written and verbal communications
Working knowledge of tax forms and 1099's
Mainframe, GFS, OBA experience
Previous positions must have included solid customer contact
Ability to analyze and resolve customer inquiries
PC proficiency with Microsoft Office applications, particularly Excel
Experienced in writing and modifying procedures
Strong business partnering and relationship management skills
Self-motivated; able to work unsupervised
Strong time management and task prioritization skills
Able to ask critical questions to identify opportunities
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