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Transaction Management Ops Representative

Dallas, Texas;Addison, Texas

To proceed with your application, you must be at least 18 years of age.

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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:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.