Analyst participating in operational team at Axos Clearing. Supporting clients by performing diverse tasks in a professional environment.
About the role
- Operations Support Lead III at Bank of America responsible for supporting investigations into elder financial exploitation. Collaborates with teams to analyze and remediate complex cases and provide necessary tools to employees.
Responsibilities
- This job is responsible for supporting the business in meeting operational goals by performing a wide array of functions and assisting managers to ensure employees are ready to serve clients.
- Key responsibilities include creating, analyzing, and automating business reporting to identify risks and trends, administering bank or LOB programs/policies/procedures, remediating complex system issues, and provisioning employees with the tools necessary to assist clients.
- Job expectations include strong working knowledge of the business unit’s operations and keen risk management focus.
- The Consumer At-Risk Persons Operations Support Lead III performs reviews of end-to-end investigations of suspected elder financial exploitation/ abuse of a vulnerable adult completed by Senior Investigators.
- Conducts reviews of routine to complex investigations involving Consumer clients.
- Provides employees with the tools needed to assist clients while resolving toxic access scenarios (may include equipment, system access, skilling, etc.)
- Remediates complex system issues escalated by Business Support Lead II's
- Designs and maintains SharePoint, creating workflows to simplify processes
- Assists operations with performance analysis to address outliers
- Partners with technology and platform engineering to test system impacts of planned updates.
Requirements
- 2+ years in a current At Risk Persons role
- Strong quantitative, critical thinking, and analytical skills
- Ability to communicate and interact with a high degree of professionalism with executive level personnel across the business
- Ability to work independently as well as part of a virtual team
- Innovative mindset with the ability to challenge the status quo
- Ability to proactively identify, analyze, and improve upon existing processes for optimization and to meet deadlines
- Experience conducting investigations involving financial crimes, fraud, or the financial industry and/or financial institution operations and products experience.
- Exceptional communication skills; exhibits confidence and clarity of message through both written and verbal correspondence.
- Ability to prioritize work, effective time management, initiative, and thoroughness.
- Self-starter capable of analyzing and reporting independently
- Proficient in Microsoft suite and other financial industry related software.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Subgerente de Operaciones Logísticas liderando abastecimiento y compras en empresa industrial. Buscando innovación y gestión de operaciones en un entorno desafiante.
Editor developing content marketing programs for Goodwin’s Global Operations Team. Collaborating with authors to create impactful editorial products across various formats and channels.
Operations Manager overseeing multifamily energy efficiency program at Willdan Lighting and Electric. Responsible for inspections, engineering, QA/QC, and operational leadership.
Field Operations Productivity Specialist supporting operational efficiency across North America for Securitas Technology. Coordinating initiatives related to fleet management, asset tagging, and service project management.
Client - facing operational support role within Truist for syndicated loan servicing. Involves complex financial calculations and ongoing interactions with clients and stakeholders.
Director of Development Operations ensures operational excellence for philanthropic efforts. Managing systems and processes that support fundraising and campaign initiatives across the organization.
Director of New Business Implementations at VitalChart overseeing successful onboarding of healthcare clients. Ensuring ROI compliance and delivering implementations on time and within scope.
Operations Connectivity Architect overseeing telecom governance in data centers. Requires extensive experience in Cloud and Network Services, leading audits, and project management.
Wire Operations Supervisor supporting the Wire Operations Manager. Ensuring effective daily operations in processing domestic and international wire transfers.