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Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for transaction processing and reconciliation, handling client inquiries, and identifying risks and opportunities for process improvements.
Top Skills:
ExcelMicrosoft Office SuiteOutlookPowerPointWord
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves transaction processing, reconciliation, and operational support for 401(k) benefits, requiring client interaction and identifying process improvements.
Top Skills:
ExcelMicrosoft Word
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role handles moderately complex transaction processing and reconciliation, provides client service support, and identifies process improvements in operations for wealth management.
Top Skills:
ExcelMS Office
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
- 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
- Advanced Microsoft Excel and Word skills
- Familiarity with Employee Benefit Trust and/or pension products
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
Shift:
1st shift (United States of America)Hours Per Week:
40Bank of America Charlotte, North Carolina, USA Office
100 North Tryon Street, Charlotte, NC, United States, 28202
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
