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Transaction Operations Team Lead

2 months ago

Jacksonville, United States Bank of America Full time

Transaction Operations Team Lead - Securities Settlement page is loaded

Transaction Operations Team Lead - Securities Settlement

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locations

Jacksonville

Dallas

time type

Full time

posted on

Posted Yesterday

job requisition id

24026358

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Enterprise Job Description: This job is responsible for overseeing the day-to day transaction processing operations function, and ensuring the team executes operations tasks with accuracy, timeliness and quality service. Key responsibilities include employee training, coaching, addressing employee inquiries, escalations, approvals, and team supervision ensuring accurate process execution. Job expectations include maintaining service quality, accuracy and escalating issues to management, as needed. Responsibilities:

Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables Provides day-to-day training and coaching to team while addressing employee inquiries and escalations Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate Conducts quality assurance reviews and provides routine supervisory manager approvals Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation Result Orientation Line of Business Job Description and Responsibilities:

The Securities Settlement & Custody Operations Teams play a significant role within Global Wealth & Investment Management and Private Bank. Our dynamic department is responsible for the settlement and custody of assets, as well as sub-accounting services such as recordkeeping. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business and our Clients. We focus on minimizing risk and promoting a positive Client experience. Teams interface daily with Financial Advisors, Investment Managers and Internal and External Business partners to provide all manners of operational support for Merrill Lynch and Private Bank accounts. Opportunities exist for team members to develop leadership, project management and technological skills. We offer excellent career development opportunities to foster skills and talent. The Securities Settlement & Custody Operations Department's responsibilities include but are not limited to the following:

Provides relationship management for roughly 650 Domestic and Offshore Mutual Funds and Alternative Investment Fund Companies. Manages the relationships and sub-accounting services for over 30,497 securities representing domestic and offshore Mutual Fund, Alternative Investment and Money Market positions. Resolves Cash and Position discrepancies in over 600 Settlement and Custody ledger accounts for Mutual Funds and Alternative Investments. Mitigates risk by supporting the accuracy of cash settlement, custody oversight for Mutual Fund, Alternative Investment and Money Market positions for Private Bank and Merrill Lynch Clients. Ensures a positive Client experience by delivering Clearance, Settlement, and Custody Services for 11.4 million domestic and foreign trades, 1.5 million corporate actions and 12.3 million income payments annually. Required Skills:

1+ years settlement, reconciliation or trading experience Team lead experience Strong understanding of recordkeeping practices, systems, file layouts and structures Excellent verbal and written communication skills Analytical thinker Ability to prioritize multiple tasks while paying attention to details as well as maintaining quality standards. Manages risk effectively. Ability to load, manipulate and process data using various database tools. Strong Excel skills for data reporting Skills:

Attention to Detail Customer and Client Focus Oral Communications Prioritization Problem Solving Written Communications Account Management Analytical Thinking Coaching Mentoring Research Shift: 1st shift (United States of America)

Hours Per Week: 40

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