Banking Operations Analyst

4 weeks ago


Pennington, United States LHH Full time

LHH Recruitment Solutions is seeking a Banking Operations Analyst to take on a 9-month contract opportunity with one of the world’s largest financial services companies. The ideal candidate has had exposure and work experience in a banking environment and enjoys providing superior customer service. Please continue reading and apply if interested


Job Overview:

As an Operations Analyst you will provide essential support to banking clients by resolving escalated issues and overseeing various processes related to Retirement & Personal Wealth Solutions. Your role will involve ensuring high-quality service and compliance with corporate policies and SLAs.


Key Responsibilities:

  • Resolve complex client problems and escalated issues on a day-to-day basis.
  • Ensure all customer inquiries and complaints are addressed within corporate policy guidelines and service level agreements.
  • Stay updated on new product developments and process enhancements affecting HBS products and services.
  • Assist with regulatory and audit assessments as needed.
  • Provide efficient, courteous service to both internal associates and external clients.
  • Track and report Scase metrics, acting as a liaison between HBS and other business partners, including external vendors, to ensure comprehensive client service.
  • Perform vendor oversight functions to ensure SLAs are met, including response/research, account maintenance, and analyzing and resolving inquiries and requests.
  • Support billing reconciliation for 40+ clients, working with Relationship Managers to follow up on aged receivables.
  • Ensure quality assurance for fulfillment mailings, including mail tracking and peer review.
  • Assist the team by supporting the Team Leader and/or Manager with special projects as required.
  • Provide backup operational support for various HBS processes, including debit card updates, debit card monitoring, billing, enhanced IDV support, privacy mailings, and operational calls.


Required Skills:

  • 1+ years of work experience within financial services
  • Bachelor’s Degree
  • Proficiency in MS Office and ability to quickly learn new systems
  • Strong organizational skills
  • Excellent verbal and written communication and presentation skills, with the ability to interact directly with Bank of America’s wealth management clients to resolve issues
  • Detail-oriented with strong decision-making abilities


Location: onsite


Pay: $21-22/hr



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