Sr Operations Team Lead

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• → Resolves day-to-day problems and executes deliverables within the business unit by researching transaction differences, processing adjustments, and coordinating resolution of outstanding reconciliation items
• →Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines by reviewing reconciliation activity, confirming balances, and providing required data for regulatory reporting
• →Manages team workload and provides oversight and direction to team by coordinating reconciliation, recordkeeping, and reporting activities to ensure prompt completion of deliverables
• →Maintains internal, operational, and financial controls and works within risk appetite of the business unit by overseeing reconciliations, control reporting, secure record retention, and balance verification activities
• →Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities by analyzing reconciliation trends, exception activity, and reporting results to improve accuracy and operational effectiveness

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• →Leadership Development
• →Performance Management
• →Process Management
• →Process Performance Management
• →Talent Development
• →Account Management
• →Client Management
• →Customer Service Management
• →Relationship Building
• →Business Operations Management
• →Policies, Procedures, and Guidelines
• →Risk Management
• → Numerical Reasoning​

• Minimum of 3 years of experience in operations, finance, accounting, or a related environment
• Minimum of 1 year of experience leading, coaching, or developing team members to achieve service, quality, or business objectives
• Experience managing operational workflows, prioritizing work, and meeting service level expectations in a high-volume environment
• Experience researching complex operational or financial issues, finding root causes, and guiding issues through resolution
• Experience identifying and mitigating operational risks while ensuring adherence to established policies, procedures, and controls
• Experience using operational data, reporting, or metrics to monitor performance, identify trends, and improve business results
• Advanced experience using Microsoft Excel, including formulas, pivot tables, and data analysis techniques, to manage reporting, identify trends, and support operational decision-making

• Experience with balancing, reconciliation, ledger activity, transaction research, or financial recordkeeping
• Knowledge of brokerage, banking, retirement, mutual fund, money market, or alternative investment products
• Experience supporting regulatory reporting, control reporting, audit requests, or financial record-retention requirements
• Education, training, or certification in business, finance, accounting, operations, risk management, or a related field

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy