Financial Data and Reporting Ops Analyst
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 Description:
This job is responsible for handling moderately complex operations processes related to credit disputes, escalations, and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation, and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies, or taxing authorities, consulting with management for support.
Responsibilities:
* Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery.
* Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner.
* Performs routine analytics, report creation, and exception processing.
* Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate.
* Provides quality service and support for internal business partners and external clients.
Skills:
* Customer and Client Focus
* Oral Communications
* Written Communications
* Adaptability
* Attention to Detail
* Critical Thinking
* Problem Solving
* Active Listening
* Collaboration
* Result Orientation
* Stakeholder Management
Required Skills:
* Communication - Demonstrates the ability to communicate with business partners to complete requests timely and accurately.
* Analytical skills - Able to problem solve, determine the most efficient way to complete processes, and escalate appropriately.
* Prioritization - Understands how to prioritize workload based on criticality, regulatory requirements, and internal client need.
* Ownership - Demonstrates personal accountability to ensure accuracy of forms and correspondence that are within their scope of responsibility.
* Strong knowledge of all MS software, especially Word. Excellent verbal and written communication skills.
Desired Skills:
* Experience and knowledge of document/correspondence creation processes.
* Knowledge of systems of record used to manage retirement accounts and processes, MLII, iGate, Content Manager On Demand (CMOD).
* Highly organized with the ability to produce error-free work. Effective problem-solving skills.
* Ability to work autonomously once role responsibilities are defined.
* Experience working with multiple business partners and comfortable navigating various organizations to ensure the right stakeholders are involved.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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