Account Management Ops Team Lead

Bank of America

. Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met .

Posted 9/28/2026full-timePennington • New Jersey • United StatesSenior💰 $27 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing complex operational processes, including billing, receivables, and revenue collection, while ensuring compliance with established procedures and service levels. Proficient in training and coaching team members to enhance workflow efficiency and address operational discrepancies.

Highest-signal resume keywords

Operational Process ManagementTraining And CoachingBilling And Payment ProcessingData Analysis Using Microsoft ExcelQuality Assurance Reviews

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational Process ExecutionBilling CalculationsRevenue CollectionFinancial Reporting PrinciplesQuality AssuranceData ReconciliationVLOOKUPPivot TablesIssue ResolutionService Level Management

Soft Skills

Team CoordinationProblem SolvingCommunicationLeadershipCollaboration

Tools & Technologies

Microsoft Excel

Industry Keywords

Wealth ManagementRetirement ProductsLendingInvestment ProductsRisk Management

About the role

Key responsibilities & impact

Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
Oversee fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activities
Provide day-to-day training and coaching to team members
Address employee inquiries and escalations, guiding associates through billing exceptions, payment variances, and complex processing issues
Monitor team service levels, volumes, performance metrics, billing, receivable, commission, and payment activity
Conduct quality assurance reviews and provide routine supervisory manager approvals
Research complex operational and client requests, issues, and escalations to identify root causes and assist with remediation
Support risk management and audit processes, including issue identification, mitigation strategies, and exam preparation
Coordinate invoice, revenue, receivable, and commission activities across business partners and support teams
Identify and recommend process improvements and risk mitigation opportunities to senior management

Requirements

What you’ll need

Minimum of 2 years of experience executing and supporting complex operational processes by established procedures, service levels, and control requirements
Minimum of 1 year of experience providing training, coaching, guidance, or workflow oversight to other employees
Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance with established requirements
Experience managing high-volume workflows, prioritizing work for self or others, and consistently meeting established service level expectations
Experience researching and resolving operational exceptions, discrepancies, or escalated issues while adhering to established controls and risk management practices
Ability to work extended hours during peak hourly time such as quarterly billing
Experience using Microsoft Excel to analyze data, reconcile information, or support operational reporting using VLOOKUP and pivot tables
Experience in general accounting and financial reporting principles
Experience performing billing, receivable, payment processing, revenue collection, or other finance-related operational activities
Experience conducting quality assurance reviews or confirming financial, operational, or client data for accuracy
Experience collaborating with cross-functional partners to resolve issues and support business initiatives
General knowledge of wealth management, retirement, lending, or investment products

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support to employees
Industry-leading benefits