Transaction Management Ops Analyst

Bank of America

Jacksonville, NC

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Line of Business Job Description:
The Institutional Retirement Payroll, Benefits, and Disbursements Team within WMO is responsible for payroll and benefits processing, money movement, participant-level maintenance and tax reporting support for 401(k) Defined Contribution, Non-Qualified Deferred Compensation (NQDC), Institutional Trust and Custody, Defined Benefit and Health Benefits Solutions (HBS) products.
The Employee Benefit Trust Disbursements (EBT) Team facilitates the processing of pension payment disbursements, payee maintenance updates, reconciliation, tax reporting/testing, money movement, and deceased payment recoveries. Products supported include Institutional Trust & Custody.
This Transaction Management Ops Analyst is responsible for complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.
Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
This candidate must have excellent communication and client management skills to maintain positive client relations. This candidate must be a self-starter, who is able to work in a fast-paced dynamic environment. They must possess initiative and desire to enhance client satisfaction through timely and accurate implementations for our product.
Required Qualifications:
Highly organized
Self-starter attitude and demonstrates initiative
Ability to multi-task and handle multiple projects in a short time period
Exceptional attention to detail and the ability to hold others accountable without direct supervision
Flexibility with ability to handle a variety of tasks and projects independently
Strong written and verbal communication skills; able to influence/challenge and negotiate to keep all parties engaged in the process
Proven ability to provide comprehensive solutions to complex needs and/or problem
Ability to prioritize and meets established deadlines
Proficient Microsoft Excel and Word skills
Excellent verbal and written communication skills
Ability to adapt to a changing environment
Desired Qualifications:
Advanced Microsoft Excel and Word skills
Familiarity with Employee Benefit Trust and/or pension products
Skills:
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40

Posted 2026-02-10

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