Transaction Management Ops Consultant
Bank of America, Jacksonville, FL, United States
Team Lead For ADR Operations Team
This job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations. Responsibilities: Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk Drives execution of complex financial and non-financial client transactions Supports process improvements, requirements, and initiatives across multiple stakeholders Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation Reviews and updates written procedures to ensure accuracy Supports operational team projects and production of executive-level reports and presentations for senior management as needed Managerial Responsibilities: Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 2+ years related brokerage operations experience Strong PC and Microsoft skills particularly with Excel (V/X Lookups, pivot tables) Ability to escalate appropriately and obtain problem solving skills Solid oral & written communication skills Ability to independently manage small and medium sized projects Ability to multitask in a high volume/fast paced environment Ability to learn and understand different settlement functions and platforms. Desired Qualifications: Knowledge of trade lifecycle or stock market Strong motivation to succeed Understanding of Risk & Control issues Shift: 1st shift (United States of America) Hours Per Week: 40
This job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations. Responsibilities: Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk Drives execution of complex financial and non-financial client transactions Supports process improvements, requirements, and initiatives across multiple stakeholders Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation Reviews and updates written procedures to ensure accuracy Supports operational team projects and production of executive-level reports and presentations for senior management as needed Managerial Responsibilities: Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 2+ years related brokerage operations experience Strong PC and Microsoft skills particularly with Excel (V/X Lookups, pivot tables) Ability to escalate appropriately and obtain problem solving skills Solid oral & written communication skills Ability to independently manage small and medium sized projects Ability to multitask in a high volume/fast paced environment Ability to learn and understand different settlement functions and platforms. Desired Qualifications: Knowledge of trade lifecycle or stock market Strong motivation to succeed Understanding of Risk & Control issues Shift: 1st shift (United States of America) Hours Per Week: 40