Transaction Management Ops Analyst
Company: Bank of America
Location: Jacksonville
Posted on: April 1, 2026
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Job Description:
Job Description: 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 is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: This job is responsible for moderately complex
transaction and fulfillment processing, including the movement of
assets into and out of accounts. Key responsibilities include
reconciliation, settlement, and trade and transfer support, and
providing quality service and operations support for internal
business partners and external clients, in accordance with
established guidelines and procedures. Job expectations include
handling in operational processes which may carry medium to high
levels of monetary risk and assisting in training less experienced
team members. Responsibilities: Performs moderately complex
transaction processing and reconciliation with medium to large
monetary impact according to the established written guidelines and
procedures Responds to moderately complex client inquiries via
numerous channels to support operational efficiency and quality
client service Responsible for the analysis and resolution of
moderately complex transactions requiring escalations and
exceptions Proactively identifies risk and opportunities for
process improvements based on an understanding of how the work
impacts other operational units LOB Job Description: Wealth
Management Operations (WMO) provides end-to-end operational support
that drives the client experience for Wealth Management advisory
partners and their clients. Within WMO, the Securities Settlement
and Custody Operations teams execute manual processes and monitor
automated processes to ensure all transactions associated with an
account have been processed and settled such as depositing final
dividend payments into the correct account, ensuring asset trades
are completed without error, and balancing of trade activity. After
a request to buy or sell an asset is received, the Perform
Securities Settlement team is notified of the net dollar amount of
trades being sent to or from each Fund Family. A Fund Family is an
investment company that has an agreement with Merrill Lynch to
allow clients to purchase shares of their products, including
mutual funds, money markets, alternative investments, etc. The
Perform Securities Settlement team enters the information
accurately and timely into the system. This team completes a high
volume of transactions daily within strict timelines. A successful
Transaction Management Operations Analyst on this team: • Performs
a completeness, accuracy and risk assessment of outgoing payments
or according to the established guidelines and procedures. •
Researches and resolves numerical errors received on a report or
when an internal or external business partner notifies the team by
applying procedures and escalation using a trouble shooting guide
and engaging support partners when needed. • Responds to internal
or external business partner inquiries related to errors via
written communication and escalates more challenging issues to
leadership as needed. • Understands the process flow from end to
end including the reasons for each step, the process controls, the
risks within the process and the upstream/downstream impacts of
their work based on an understanding of how the work impacts other
operational units Required Skills: Attention to Detail
Prioritization Analytical Thinking Problem Solving Research Written
Communications Numerical Reasoning? Skills: Attention to Detail
Customer and Client Focus Oral Communications Prioritization
Problem Solving Account Management Analytical Thinking Coaching
Written Communications Mentoring Research Result Orientation Shift:
1st shift (United States of America) Hours Per Week: 40
Keywords: Bank of America, Ocala , Transaction Management Ops Analyst, Accounting, Auditing , Jacksonville, Florida
