Transaction Management Ops 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:
This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

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

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

• Performs basic research, follow-up and resolution of routine research requests

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

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

Skills:

• Attention to Detail

• Client and Business Focus

• Excellent Oral Communication

• Problem Solving

• Recording/Organizing Information

• Excellent Written Communication

• Account Management

• Analytical and Critical Thinking

• Prioritization

• Collaboration

• Research

• Result Orientation

• Financial Accounting

Line of Business Job Description:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.  

Within WMO, the Banking & Personal Retirement Operations teams execute manual operational processes and monitor automated processes to accurately move assets in and out of high net worth accounts such as the deposit and disbursement of funds from wire transfers, checks, and ACH while performing completeness, accuracy and risk assessments of transactions. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.

After a client submits a request to set up the Bill Pay service, through internal business partners, the Private Bank Bill Pay team enters the payment accurately and timely into the system. Additionally, this team ensures the information in the request remains accurate in the system until it can be fulfilled and corrects any related errors or issues after the transaction is complete. These transaction management activities are performed when a request is received in a queue, shown in a report or when an internal partner notifies the team.

Required Skills:

• 1+ years workflow management related experience

• PC skills (Excel a plus)

• Ability to make sound decisions, solve problems and exhibit a continuous improvement orientation

• Excellent analytical and critical thinking skills

• Strong interpersonal skills and extremely resourceful

• Strong verbal and written communication skills

• Proven ability to complete projects according to outlined scope and timeline

• Ability to efficiently multi-task with excellent time management

Desired Skills:

• Adaptability

• Attention to Detail

• Business Operations Management

• Client and Business Focus

• Policies, Procedures, and Guidelines Management

• Collaboration

• Issue Management

• Organizational Effectiveness

• Prioritization

• Problem Solving

• Confronting Bias​

• Self Starter

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

Hours Per Week: