Commercial Treasury Operations - Sweep Operations

Commercial Treasury Operations - Sweep Operations

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This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include building new procedures, completing complex non-routine analytics, creating reports, and reviewing exception testing and processing. Job expectations include supporting continuous improvement of processes by identifying trends and understanding the operations environment.

The Senior Operations Analyst will be responsible for reviewing and processing all work for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries. 1099, 1042 reporting and Form W-9 and W-8 validation is heavily emphasized. The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel.

Responsibilities include :

• Responsible for reading, analyzing, and / or determining the appropriate handling and resolution of requests.
• Working with internal and external business partners / clients to provide resolution to inquiries, issues, and / or technical support.
• Processing / verifying account set ups, maintenance for Sweep.
• Assigning incoming work, assisting with audit reviews, regulatory reporting, gathering statistical information, and producing monthly reports.
• Conducting simple / complex research and providing timely responses to inquiries by utilizing the various bank systems to support client requests.
• Supporting a team environment and quickly shifting priorities while focusing on the needs of our customers while maintaining an organized approach to managing daily activities and simultaneously handling multiple demands to achieve optimal efficiency and productivity.
• Demonstrating the ability to build effective relationships with business partners and clients.
• Providing guidance to associates within own unit regarding procedural, technical, and / or operational changes.

Required qualifications include :

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws.

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