Account Management Ops Analyst

Location

Charlotte, North Carolina, United States

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!

The RDS Operations Analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:

• Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients
• Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners
• Engaging in cross-team collaboration and gaining exposure to diverse product lines
• Building and maintaining strong relationships with internal and external business partners in the US, UK, and Asia
• Exploring methods to enhance processes, further reduce risks, and boost client satisfaction

• Performs onboarding and maintenance of accounts and reviews required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Reviews and approves required account documentation.
• Proactively identifies risk and opportunities for process improvement based on an understanding of the work impacts other operational units.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests.

• Intellectual curiosity, passion, and self‑motivation.
• Excellent time management and prioritization skills, with ability to meet tight deadlines.
• Strong sense of teamwork and collaboration.
• Risk management awareness.
• Critical thinking, creativity, and problem‑solving skills.
• Highest degree of integrity / ethical standards and sound judgment.
• Commitment to delivering excellence.
• Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels.
• Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.
• Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards.
• Understanding of AI‐driven tools, automation platforms, and digital transformation trends.
• Moderate to advanced proficiency, including pivot tables, V and X lookups, other complex formulas, and data modeling.
• Experience with Alteryx for data preparation and advanced analytics.
• Experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.

• 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.
• Participates in and drives collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
• Believes in the value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

1st shift (United States of America)

Hours per week: 40

Full time

Travel:
No
Age requirement:
Must be at least 18 years of age.