Transaction Management Ops Analyst | SBL and 529 Account Servicing

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!

• ​Minimum of 2 years of experience executing operational processes following established procedures, service levels, and control requirements 
• Minimum of 1 year of experience using multiple systems and applications to complete operational tasks accurately and efficiently 
• Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance with established requirements 
• Experience managing high-volume workflows and consistently meeting established service level expectations 
• Experience researching and resolving operational exceptions, discrepancies, or escalated issues while adhering to established controls and risk management practices 
• Experience using Microsoft Excel to analyze data, reconcile information, or support operational reporting by using v-lookup, pivot tables etc. 
• Experience in general accounting and financial reporting principles​

• Experience confirming financial, operational, or client data for accuracy and completeness.
• Experience collaborating with cross-functional partners to resolve issues and support business initiatives.
• General Knowledge of Wealth Management, retirement, lending, or investment products

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