Lead Operations Representative

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!

This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances.

Individual contributor role that demonstrates leadership qualities. Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, customer service support, reviewing and processing transactions for item processing, reconciling, statement rendering, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards.

Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Performs all the functions required and typically acts as a workflow coordinator and/or a subject matter expert. Able to prioritize and distribute daily work to meet deadlines and goals. Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities.

May provide guidance and direction to less experienced team members

• Contributes to overall success of an Operations team as an individual contributor
• Handles operational activities and queries for either single or multiple Lines of Business across the enterprise
• Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners
• Provides functional expertise knowledge to projects or initiatives relating to the business unit
• Maintains internal operational and financial controls and works within the risk appetite of the business unit
• Continues to review processes to ensure they are efficient and implements process improvement opportunities

• Works with Managers and Team Leads to handle inquiries received from high revenue clients via email or internal request system.
• Requests consist of treasury, cash management and/or depository products.
• May also work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.
• Responsible for reading, analyzing and/or determining appropriate research, handling and resolution of requests.
• Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight;
• Conduct limited research and respond to internal business partner and be able answer questions and inquiries;
  Utilize the various bank systems to support client requests.
• Support business during process disruptions which can result in a need to work overtime.
• Ensures daily return checks processed, meeting REG CC…