Bank of America
Account Management Ops Analyst
Bank of America, Charlotte, North Carolina, United States, 28245
Account Management Ops Analyst – Bank of America
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.
This role supports moderately complex activities that enable the creation, onboarding and maintenance of accounts in accordance with established guidelines and procedures. The analyst provides quality service and effective operations support for internal business partners and external clients, assists in training less experienced team members, and works with the team lead or manager for direction on moderately complex issues and escalations.
What You’ll Do
Develop deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients.
Research and resolve key business and risk problems while partnering with front office, operations, and technology business partners.
Engage in cross-team collaboration and gain exposure to diverse product lines.
Build and maintain strong relationships with internal and external business partners in the US, UK, and Asia.
Explore methods to enhance processes, reduce risks, and boost client satisfaction.
Responsibilities
Perform account onboarding and maintenance and review required account documentation.
Respond to moderately complex client inquiries via multiple channels to support operational efficiency and quality client service.
Review and approve required account documentation.
Proactively identify risk and opportunities for process improvement based on an understanding of how the work impacts other operational units.
Perform moderate levels of research, follow‑up, and resolution of more complex routine research requests.
Required Qualifications
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 in pivot tables, V‑lookups, 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.
Desired Qualifications
Strive to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
Excel in working among diverse viewpoints to determine the best path forward.
Experience connecting with a diverse set of clients to understand future business needs – 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.
Value diversity so the organization can reflect, connect, and meet the diverse needs of clients and employees worldwide.
Skills
Account Management
Customer and Client Focus
Oral Communications
Research
Analytical Thinking
Attention to Detail
Collaboration
Problem Solving
Prioritization
Recording/Organizing Information
Result Orientation
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Entry level
Employment Type Full‑time
Job Function Business Development and Sales
Industries Banking
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This role supports moderately complex activities that enable the creation, onboarding and maintenance of accounts in accordance with established guidelines and procedures. The analyst provides quality service and effective operations support for internal business partners and external clients, assists in training less experienced team members, and works with the team lead or manager for direction on moderately complex issues and escalations.
What You’ll Do
Develop deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients.
Research and resolve key business and risk problems while partnering with front office, operations, and technology business partners.
Engage in cross-team collaboration and gain exposure to diverse product lines.
Build and maintain strong relationships with internal and external business partners in the US, UK, and Asia.
Explore methods to enhance processes, reduce risks, and boost client satisfaction.
Responsibilities
Perform account onboarding and maintenance and review required account documentation.
Respond to moderately complex client inquiries via multiple channels to support operational efficiency and quality client service.
Review and approve required account documentation.
Proactively identify risk and opportunities for process improvement based on an understanding of how the work impacts other operational units.
Perform moderate levels of research, follow‑up, and resolution of more complex routine research requests.
Required Qualifications
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 in pivot tables, V‑lookups, 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.
Desired Qualifications
Strive to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
Excel in working among diverse viewpoints to determine the best path forward.
Experience connecting with a diverse set of clients to understand future business needs – 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.
Value diversity so the organization can reflect, connect, and meet the diverse needs of clients and employees worldwide.
Skills
Account Management
Customer and Client Focus
Oral Communications
Research
Analytical Thinking
Attention to Detail
Collaboration
Problem Solving
Prioritization
Recording/Organizing Information
Result Orientation
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Entry level
Employment Type Full‑time
Job Function Business Development and Sales
Industries Banking
#J-18808-Ljbffr