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. 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 providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported.
Responsibilities:
- Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
- Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
- Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations
- Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
- Conducts quality assurance reviews and provides routine supervisory manager approvals
- Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
- Identifies and recommends opportunities for process improvement and risk mitigation to senior management
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Account Management
- Adaptability
- Analytical Thinking
- Critical Thinking
- Written Communications
- Active Listening
- Collaboration
- Problem Solving
- Stakeholder Management
Line of Business Job Description:
As part of Wealth Management Operations (WMO), Investment Information Management Organization, this role is responsible for leading daily initiatives and deliverables within the Funds Dividends team. This includes day-to-day accurate and timely processing of dividend events and performing independent quality assurance reviews. This role also entails oversight of distribution calendars, corporate action events, monitoring email communications, managing the data entry and validation within the dividend system, performing activities related to manual dividend reinvestments, and processing or reviewing dividend corrections, as needed.
The Team Lead should complete or ensure that the report distributions have been completed, foster a strong sense of end-to-end fund ownership with the team, create good standing relationships with partners, complete or review fund surveys and scorecards, prepare the required materials, and present during fund visits. The Team Lead is also essential with researching complex issues and assisting with escalations and taking lead for project work related to the business, including assisting with audits, issues, enhancements, and process improvements.
Required Skills:
- Ability to lead teammates and act as a strong role model within the team
- Drives execution of complex financial and/or non-financial client transaction
- 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
- Researches and Resolves complex issues
- Reviews and updates procedures as needed to ensure they are accurate and up to date
- Completes Fund surveys and participates in visits with the Fund Companies that they support
- Strong written and verbal communication skills
- Strict attention to detail and accuracy
- Must be available to work extended hours during periods of high volume
- Excellent organization skills; ability to prioritize and handle multiple tasks independently
- Proficient PC skills, including Microsoft Excel and Outlook
Shift:
1st shift (United States of America)
Hours Per Week:
40
