Transaction Management Ops Analyst - BPRO Disbursements

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Job Description:

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures

Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service

Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions

Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Line of Business Job Description:

The Process Banking Disbursements for Merrill and Private Bank team supports facilitating external and internal money movement from banking deposit accounts as requested by the client’s financial advisor. Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems

Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request

Documents all actions taken in the applicable system accurately and in a business writing style

Meets or exceeds productivity and quality goals

Adapts to ever changing products and services

Complies with all Bank of America policies

*Please note that this position will relocate from Dallas to Addison TX in mid 2026.*

Required Skills:

Account Management: ability to provide services and support to clients

Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages

Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications

Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently

Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience

Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request

Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request

Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment

Skills:

Attention to Detail

Customer and Client Focus

Oral Communications

Prioritization

Problem Solving

Account Management

Analytical Thinking

Coaching

Written Communications

Mentoring

Research

Result Orientation

Shift:1st shift (United States of America)

Hours Per Week: 40

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