Operations Proficiency Coach I

Bank of America

. Support Estate Servicing Operations frontline associates in building skills beyond initial training .

Posted 11/9/2026full-timeTampa • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Estate Servicing Operations, focusing on coaching, training, and performance assessment to enhance frontline associate skills. Proficient in delivering engaging presentations and collaborating across functions to drive operational excellence.

Highest-signal resume keywords

Estate Servicing Operations ExperienceCoaching And Training SkillsPresentation SkillsPerformance AssessmentCollaboration And Partnering Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate Servicing KnowledgeRisk Measurement And ControlPerformance Improvement AssessmentAttention To DetailWorkflow Organization

Soft Skills

Influencing BehaviorSelf-MotivationEffective Communication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointTelepresenceWebexSharePoint

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Bank PoliciesRegulationsOperational RoutinesClient JourneyOperational Excellence

About the role

Key responsibilities & impact

Support Estate Servicing Operations frontline associates in building skills beyond initial training
Lead activities and demonstrations covering onboarding topics within the set timeline
Partner with managers to design action plans that improve performance
Coach, train, and develop in-role associates when not onboarding
Work individually with frontline associates to build professional proficiency beyond standard training skills
Walk the floor and join Teams group chats to assist associates with questions and escalations
Support site and team leaders with operational routines and unit business continuity on an exception basis
Work with Initiative & Platform management on technical solution development, Client Journey/Operational Excellence innovation, and operating model evolution
Upskill associates and support new initiatives through coaching, training, and performance assessment
Monitor associate performance and behaviors and communicate progress daily with the business

Requirements

What you’ll need

Minimum of 12 months experience within a relevant role within Estate Servicing Operations
Thorough knowledge of Estate Servicing and/or ESO process/function, bank policies, and regulations
Ability to deliver effective and engaging presentations to diverse audiences, both virtually and in-person
Ability to identify, measure, monitor, and control risk as part of daily business activities, with a focus on specific risk types
Experience and knowledge of line of business systems and tools necessary to assess and improve performance
Strong collaboration and partnering skills; ability to work across functions and partners
Ability to prioritize tasks, manage multiple responsibilities, and effectively organize workflow
Ability to influence behavior through persuasion and positive reinforcement
Excellent written and verbal communication skills
Excellent attention to detail, self-motivation, and ability to work with a high degree of independence
Proficiency in Microsoft Word, Excel, PowerPoint, Telepresence, Webex, and SharePoint
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
40 hours per week