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Full-Time

Transaction Management Operations Analyst-Transition Management Team

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Entry, Junior

Jacksonville, FL, USA

Occasional travel may be required to branch offices, 30-50%.

Category
Supply Chain Management
Operations & Logistics
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • Strong Wealth Management Product knowledge is a must.
  • Strong organizational and communication proficiencies with keen problem-solving, decision-making expertise and the ability to multitask.
  • Proficient in Microsoft Office suite: PowerPoint, Excel, Word, OneNote.
  • Effective verbal, written communication skills and detail oriented.
  • Maintain an elevated level of personal integrity and comply with the enterprise policy and procedures.
Responsibilities
  • Responsible for providing daily support of one or more processes covering various product types and ensures the timely, accurate processing and daily reporting requirements within the line of business.
  • Working with multiple operational lines of businesses and/or product specialists to resolve branch request issues.
  • May participate in projects and/or introduction of new initiatives and supports the testing team on the business operational systems in gaining an understanding of changes being executed. Writing and executing scripts, completing data preparation, and conditioning and triggering events.
  • Learn and facilitate discovery calls with branch management team along with Financial Advisor (FA) recruit in assessing/discovering book of business.
  • Compile and analytically prepare data metric reporting to market leaders regarding FA and Client Attrition.
  • Act as a subject matter expert (SME) and point person on transition related questions and Reverse TMT matters.
  • May travel 30-50% to branch offices when needed.

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The goal of Bank of America is to help clients achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-17%

2 year growth

-17%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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