Bank of America · 1 month ago
Account Management Ops Analyst
Charlotte
Full-time
Onsite
Entry, Mid LevelBank of America is committed to helping make financial lives better through every connection. The Account Management Ops Analyst is responsible for supporting the creation, onboarding, and maintenance of accounts while providing quality service to internal partners and clients, and assisting in training less experienced team members.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Performs onboarding and maintenance of accounts and reviewing required account documentation
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Reviews and approves required account documentation
Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
Performs moderate levels of research, follow-up and resolution of more complex routine research requests
Qualification
Required
Intellectual curiosity, passion, and self-motivation
Excellent time management and prioritization skills, with ability to meet tight deadlines
Strong sense of teamwork and collaboration
Risk management awareness
Critical thinking, creativity, and problem solving skills
Highest degree of integrity / ethical standards and sound judgment
Commitment to delivering excellence
Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels
Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization
Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards
Understanding of AI-driven tools, automation platforms, and digital transformation trends
Moderate to advanced proficiency, including pivot tables, V and X lookups, other complex complex formulas, and data modeling
Experience with Alteryx for data preparation and advanced analytics
Experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements
Preferred
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Excels in working among diverse viewpoints to determine the best path forward
Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
Commitment to challenging the status quo and promoting positive change
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
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-17
Company data provided by crunchbase