Operations Analyst - Client Account Management

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Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. In Canada, Bank of America has a strong market position on which to continue to build, as well as a clear commitment to the market.

The Client Account Management team handles all Client Onboarding, Billing, Foreign Exchange Confirmations, SWIFT MT300 processing, and Monitoring for Global Treasury, Banknote and Global Bulk clients. The Operations Analyst will be responsible for Transaction Monitoring, Client Billing and various other functions as assigned.
Hours of operation range from 7:00 am to 6:00 pm EST daily, however, shift hours are subject to change as business needs arise to ensure sufficient coverage for support functions. The Operations Analyst will report to the Department Manager.
Responsibilities

• Complete the billing volume capture and input within defined deadlines
• Complete billing refunds and adjustments within defined service levels
• Foreign Exchange Confirmation Monitoring
• Monitor and investigate transactions on GTMS (Global Treasury Monitoring) and AOC (Approval Officer Communication) queues.
• Work with Sales Officers to maintain client pricing
• Maintain client database
• Address and respond to inquiries from business partners
• Other administrative duties, as assigned including month end reporting requirements and daily queries to support department and preparation of reports
• SWIFT MT300 Processing
• Required to work different shifts including statutory holidays as required, based on departmental needs
• Prepare and distribute client invoices
• Complete various accounting entries
• Archive and control department records

Qualifications

• Willingness to learn and take on new tasks
• Working knowledge of AS400, GBS and On-line support an asset
• Knowledge of the banks Treasury products and understanding of payment processing and investigation experience an asset
• Excellent communication, organizational and problem solving skills
• Ability to meet established deadlines in a fast paced environment
• Proficiency with Microsoft Office applications and computer skills
• Demonstrated ability to work independently with minimal supervision and also a team player
• Experience in financial services preferred but not required

Additional Qualifications

• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
• Commitment to challenging the status quo and promoting positive change.
• Excels in working among diverse viewpoints to determine the best path forward
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

What Bank of America Offers?
Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.
Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.
Bank of America is an Equal Opportunity Employer.
Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.