GWIM Senior 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!

Job Description Summary:
This job is responsible for standard transaction processing, reconciliation, data management and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient administration and operations support for internal business partners and/or external clients. Job expectations include operating with maturity and  independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs transaction processing and reconciliation according to the established guidelines and procedures

• Responds to client inquiries through numerous channels to support administrational and operational efficiency and quality client service

• Performs research, follow-ups, data collection and resolution of routine research requests

• Monitors, manages and track client transactions and related responsibilities according to guidelines and procedures

• Monitors, manages and track vendor bills

• Identifies potential issues in daily administrational and operational tasks and escalates risk concerns, as appropriate

• Provides general administrational and operational support including handling inbound calls, mail sorting, mail distribution

Skills:

• Proactive and attention to details

• Problem-solving Skills

• Analyze data from trackers and make informed decisions 

• Knowledge of Cayman Islands Banking and AML Regulations and Compliance

• Proficiency in relevant software and financial tools

• Business Operations Management

• Customer Service Management

• Prioritization

• Reporting

• Data Collection and Entry

• Data and Trend Analysis

• Organizational Effectiveness

• Process Management

• Quality Assurance

• Customer and Client Focus

• Oral Communications

• Research Analysis

• Strong Written Communications and interpersonal skills