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Bank of America

Treasury - Senior Quality Analyst

Posted Yesterday
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In-Office
Charlotte, NC
Mid level
In-Office
Charlotte, NC
Mid level
Responsible for performing Inline Quality Assurance reviews for treasury product implementations, managing communication, and ensuring compliance with quality standards.
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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 performing Inline Quality Assurance (ILQA) reviews for depository and treasury product implementations. Key responsibilities include performing ILQA reviews for ~ 30+ requests daily, following a strict prioritization process to ensure timelines are met.  Validates required documents are provided, complete, and accurate while coordinating with business partners to obtain corrected documents, when needed.  Monitors communication channels (Outlook, Skype, Teams, etc.) for workflow updates, partner inquiries, status requests, escalations, and business updates.

Responsible for performing quality audits and/or for reviewing evaluations completed by team managers. Ability to analyze and understand data and translate into coaching feedback by providing feedback to team managers and as input to formal associate education. Understand and determine if associate actions and decisions are in accordance with regulatory requirements and impacts to quality scoring. Identify trends, escalate problems, and take action. Communicate with leaders on team performance and trends. May organize review sessions for leaders and employees to identify strengths and opportunities out to ensure process/scoring consistency. Share best practices. Typically requires 2 to 4 years of related experience.

Job Responsibilities:

  • Responsibilities include, but are not limited to:
  • Partnering with internal business partners to obtain the necessary information to complete Inline Quality review.
  • Completing quality reviews on high risk transactions.
  • Reviewing legal documents to determine if adequate documentation has been provided to meet test and controls risk requirements.
  • Working with Implementation Associate to obtain missing information preventing the quality review from moving forward.
  • Utilizing various bank systems to complete quality review requests.
  • Identifying and escalating process/procedure gaps to mitigate risk.
  • Exercises judgment and discretion with respect to client relationships and problem resolutions
  • Be a self-starter, demonstrate ownership, and become a subject matter expert.
  • Leverage resources, procedures and manage desk routines to ensure tasks, timelines and responsibilities are met.
  • Meet or exceed strict quality assurance standards.

Required Qualifications:

  • Minimum 4 years of Customer Service experience
  • Minimum 2 years of experience handling difficult situations with customers.
  • Minimum 1 year of Quality Assurance Experience
  • Excellent verbal and written communication skills
  • Ability to multi-task and sustain high organizational skills in fast-paced environment
  • Willingness to learn and adapt to change
  • Ability to work independently and be a self-starter
  • Ability to promote teamwork and positive attitude
  • Ability to engage with client begin a conversation, build rapport, and handle objections.
  • Comfortable receiving ongoing performance feedback and coaching.
  • An intermediate ability in computer skills.

Desired Qualifications:

  • 1+ year of Treasury experience
  • 1+ year of Quality Assurance Experience
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect

Skills:

  • Claims Management
  • Controls Management
  • Monitoring, Surveillance, and Testing
  • Policies, Procedures, and Guidelines Management
  • Quality Assurance
  • Attention to Detail
  • Investigation Management
  • Problem Solving
  • Risk Management
  • Written Communications
  • Adaptability
  • Process Management
  • Process Mapping
  • Project Management
  • Reporting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Top Skills

Microsoft Outlook
Skype
Teams
HQ

Bank of America Charlotte, North Carolina, USA Office

100 North Tryon Street, Charlotte, NC, United States, 28202

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