Retirement Billing – Account Management Ops Team Lead
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Responsibilities:
* Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met.
* Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations.
* Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate.
* Conducts quality assurance reviews and provides routine supervisory manager approvals.
* Researches complex operational and client requests, issues, and escalations to identify root causes and assist with remediation efforts and solutions.
* Identifies and recommends opportunities for process improvement and risk mitigation to senior management.
* Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation.
Required Skills:
* Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines, and business objectives are met.
* General knowledge of accounting and financial reporting.
* Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives.
* Professional written and verbal communication skills.
* Demonstrates attention to detail.
* An understanding of technology and the ability to incorporate that understanding into process improvements.
* Ability to work independently while effectively managing and finding resolution to complex situations.
* Career-oriented teammate seeking to grow within the organization.
* 2-3 years of experience relating to reconciliation, billing, project management, trading, and/or managed products service support.
Desired Skills:
* Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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