Account Management Ops Analyst – Private Bank Offboarding

Bank of America

. Perform offboarding 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, process improvement, and client communication while effectively managing large caseloads and ensuring quality operations support. Proficient in identifying risks and opportunities within operational processes to enhance efficiency and accuracy.

Highest-signal resume keywords

Account ManagementProcess ImprovementClient CommunicationData AnalysisMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProcess ImprovementAccount ManagementOperations SupportQuality ReviewDocumentation ReviewAsset MonitoringCash Transfer TrackingTask ExecutionDetailed Instruction Following

Soft Skills

FlexibilityProblem SolvingTeam CollaborationClient Inquiry ResponseTraining and Mentoring

Tools & Technologies

Microsoft Office ApplicationsMultiple Systems and Applications

Industry Keywords

BankingCustomer ServiceOperationsAccount ClosureRisk Management

About the role

Key responsibilities & impact

Perform offboarding of accounts and review required account documentation
Find requirements and complete account closure activities
Review and approve account documentation by confirming distribution plans, approvals, and supporting documents
Monitor asset and cash transfers, track account activity, and resolve open items
Conduct research, follow-up, and resolution of complex routine requests
Identify process risks and opportunities for improvement
Address quality-review gaps and escalate risks or improvement opportunities
Respond to moderately complex client inquiries via multiple channels
Provide client teams with updates on request status, outstanding requirements, and completion outcomes
Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
Provide quality operations support to internal business 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 using multiple systems and applications to complete individual tasks 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

Industry-leading benefits
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and make an impact
Culture of caring and support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits