Account Management Ops Analyst – Private Bank Offboarding

Bank of America

. Perform offboarding of accounts and review required account documentation by finding requirements and completing account closure activities .

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 and operations support, with a strong focus on process improvement, risk identification, and client communication. Proficient in managing detailed documentation and executing tasks efficiently across multiple systems.

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 SupportDocumentation Review

Soft Skills

Attention to DetailFlexibilityProblem SolvingTeam CollaborationClient Service

Tools & Technologies

Microsoft Office

Industry Keywords

BankingCustomer ServiceAccount ClosureAsset ManagementRisk Management

About the role

Key responsibilities & impact

Perform offboarding of accounts and review required account documentation by finding requirements and completing account closure activities
Review and approve required account documentation by confirming distribution plans, needed approvals, and supporting documents before asset or cash movement
Research, follow up on, and resolve more complex routine requests by monitoring asset and cash transfers, tracking account activity, and resolving open items through completion
Identify risks and process-improvement opportunities through quality review; address gaps and escalate risks or opportunities
Respond to moderately complex client inquiries via multiple channels and 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 service and 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
40 hours per week

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact