Support Operations Specialist optimizing customer support operations using AI and automation strategies. Collaborate with cross - functional teams to enhance workflows and ensure efficient customer service.
About the role
- Senior Operations Analyst responsible for reviewing and processing Automated Investment products at Bank of America. Analyzing issues, enhancing procedures, and supporting operational efficiency.
Responsibilities
- Analyzing day-to-day issues and providing resolution for various issues identified within a business unit
- Building new procedures and completing complex non-routine analytics
- Creating reports and reviewing exception testing and processing
- Supporting continuous improvement of processes by identifying trends
- Reviewing and processing all work for the Automated Investment (Sweep) product
- Responsible for reading, analyzing and determining the appropriate handling and resolution of requests
- Working with business partners and clients to provide resolution to inquiries and technical support
- Processing/verifying account set ups and maintenance for Sweep
- Assigning incoming work and assisting with audit reviews and regulatory reporting
- Conducting simple/complex research and providing timely responses to inquiries
Requirements
- 2 to 4 years of experience in banking and/or treasury management services
- Intermediate proficiency in written and verbal communications
- Working knowledge of tax forms and 1099's
- Mainframe, GFS, OBA experience
- Previous positions must have included solid customer contact
- Ability to analyze and resolve customer inquiries
- PC proficiency with Microsoft Office applications, particularly Excel
- Experienced in writing and modifying procedures
- Strong business partnering and relationship management skills
- Self-motivated; able to work unsupervised
- Strong time management and task prioritization skills
- Able to ask critical questions to identify opportunities
- Manages risk effectively
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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