Transaction Management Ops Analyst - Specialized Securities Services

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This job is responsible for moderately complex 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, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Line of Business

Provide operational support for the processing of physical certificate deposits for Wealth Management 600+ branch offices, Consumer Investments and BofAS Securities

This support includes the review of certificates for eligibility, processing of deposit discrepancies as identified by the Depository Trust & Clearing Corporation (DTCC). Also required is the process of replacing lost certificates which includes non-financial regulatory reporting, submission to transfer agents for replacement and follow up to ensure completion to replace client certificates.

This role will utilize the Certificate Automation Product (CAP) to review and action discrepancies, will also be required to leverage internal sources for the research of security eligibility as well as client account research. Legal negotiability knowledge is also required in reviewing physical security deposits.

Required Qualifications:

• Ability to manage multiple, tasks with overlapping deliverable dates
• Demonstrates initiative and excellent interpersonal skills
• Proven ability to effectively service/resolve client inquiries
• Strong oral and written communication skills
• Ability to work effectively and efficiently as an individual contributor in a team environment
• Positive and professional attitude in a team oriented fast paced work environment
• Strong analytical and problem-solving skills
• SharePoint and document organization
• Overtime may be required to support business needs

Desired Qualifications:

• Proficient in Microsoft Office, Outlook, Word and Excel
• Physical or transfer processing experience, a plus

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

Shift:

1st shift (United States of America)

Hours Per Week:

40