Account Management Operations Analyst – Private Bank Onboarding, Maintenance

Bank of America

. Perform onboarding and maintenance of accounts and review required account documentation .

Posted 9/28/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management, including onboarding, documentation validation, and process improvement. Proficient in managing client inquiries and executing operational support while ensuring accuracy and compliance.

Highest-signal resume keywords

Account ManagementDocumentation ValidationProcess ImprovementClient Inquiry ResponseOperations Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisQuality ReviewProcess Flow UnderstandingDocumentation ReviewAccount OpeningAsset Transfer MonitoringControl ReportingDefect CorrectionDetailed Instruction FollowingCaseload Management

Soft Skills

FlexibilityCommunicationProblem SolvingTeam TrainingAttention to Detail

Tools & Technologies

Microsoft Office

Industry Keywords

OperationsBankingCustomer ServiceAccount Management

About the role

Key responsibilities & impact

Perform onboarding and maintenance of accounts and review required account documentation
Validate documentation, complete account openings or updates, and determine requirements
Review and approve documentation; obtain legal review or approved exceptions when needed
Research, follow up on, and resolve complex routine requests
Monitor asset and cash transfers and complete final request reviews
Respond to client inquiries via multiple channels and provide status updates
Return items for missing information and confirm completion of account requests
Execute control reports, store required evidence, perform quality reviews, and correct defects
Ensure accounts are opened or updated accurately
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Provide operations support to internal partners and external clients
Assist in training less experienced team members

Requirements

What you’ll need

Ability to find and resolve data inconsistencies in highly detailed documents and systems
Ability to follow detailed instructions
Experience interacting with partners via email and chat
Ability to be flexible within the hours of 8:00 AM–6:00 PM Monday through Friday
Experience using Microsoft Office applications
Ability to manage large caseloads and execute within short deadlines
Ability to use multiple systems and applications accurately and efficiently
Ability to apply established procedures to daily processing
Experience, studies, or knowledge in operations, banking, account management and/or customer service
Ability to apply knowledge to improve processes

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
In-office flexibility based on role-specific responsibilities and business needs