28 days old

GWIM Sr. Operations Representative

Dallas, TX 75219
GWIM Sr. Operations Representative

Pennington, New Jersey;Dallas, Texas

**Job Description:**

Responsible for supporting various operational processes requiring preparation and fulfillment of requests from Private Bank Client Teams. Interacts and communicates with all levels to provide or communicate updates for Client base. Understanding of accounting transactions, problem resolution and attention to detail and various risk related steps that required daily evidence and documentation. Understanding of Documentation support, Indexing and Scanning, Check research and complex transaction posting. Ability to summarize and provide responses to inquiries from Operations and Client Teams.

**Required Skills:**

Proficient in PC applications: Excel; Word and Outlook

Highly motivated, self-starter and possess the ability to work independently

Acute attention to detail

Ability to multi-task in fast-paced environment

Must be able to work well under pressure and exercise sound judgment and adhere to all regulatory and compliance requirements.

Excellent written and verbal communication skills

Candidate is expected to demonstrate leadership qualities, flexibility and be a team player

Must be willing and available to work onsite.

Must be able to lift up to 25lbs and able to move around throughout the shift. Standing, walking, bending, stretching necessary.

**Desired skills/experience/education**

Bachelor's degree or equivalent work experience preferred

Mail handling for large company or business, where multiple P.O. Boxes are utilized

Remittance processing or bank by mail type experience

Strong reconciliation and/or research and customer service capabilities

Recent customer service or line of business support where inquiries were managed electronically or by phone, where the employee activity input and managed the request using a case management system to document the inquiry and final results

Understanding of banking deposits and how to determine if the deposit slip and checks match

Recent experience working within a team of individuals responsible for multiple deadlines, where each member of the team is required to participate to complete the day

Experience interacting with various levels of employees in the company or business

ACH, CashPro Online, Accurate and FIRST Imaging System.


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, 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 and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .

To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .


  • Banking / Finance
Posted: 2020-12-19 Expires: 2021-01-18

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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GWIM Sr. Operations Representative

Bank of America
Dallas, TX 75219

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