Transaction Management Ops Analyst – Financial Transaction Review

Bank of America

. Process branch-initiated requests related to retail and retirement distribution and disbursement transactions for the WM Advisory client base .

Posted 11/2/2026full-timePennington • New Jersey • United StatesJuniorMid-Level💰 $25 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in executing operational processes with a focus on compliance, accuracy, and risk management while providing exceptional service to clients and internal partners. Proficient in managing high-volume workflows and training team members to enhance operational efficiency.

Highest-signal resume keywords

Operational Process ExecutionTransaction Compliance ReviewClient Documentation AccuracyHigh-Volume Workflow ManagementRisk-Based Review

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Operational ProcessesTransaction RequestsFinancial Activity ReviewProcess ControlsReconciliationSettlementTrade SupportDocumentation ReviewRegulatory ComplianceWorkflow Management

Soft Skills

Attention to DetailCustomer FocusOral CommunicationProblem SolvingAnalytical ThinkingCoachingMentoringWritten CommunicationPrioritizationResult Orientation

Industry Keywords

Retail DistributionRetirement DistributionNon-Residential AliensGWIM Legacy ClientsOperational ProceduresService Level ExpectationsClient InquiriesProcess RisksUpstream/Downstream ImpactsMedium to High Monetary Risk

About the role

Key responsibilities & impact

Process branch-initiated requests related to retail and retirement distribution and disbursement transactions for the WM Advisory client base
Perform risk-based reviews of account documentation and/or activity to ensure transaction requests comply with established guidelines, regulatory requirements, and operational procedures
Research and resolve moderately complex transaction requests by engaging support partners
Review and approve complex transaction requests involving legal and special distributions for Non-Residential Aliens, US clients living abroad, and GWIM legacy international clients
Respond to client inquiries related to high-priority, complex requests requiring immediate attention
Understand end-to-end process flows, process controls, process risks, and upstream/downstream operational impacts
Reconcile, settle, and support trades and transfers
Provide quality operations support and service to internal business partners and external clients
Handle operational processes with medium to high levels of monetary risk
Assist in training less experienced team members

Requirements

What you’ll need

Minimum of 2 years of experience executing operational processes following established procedures, service levels, and control requirements
Minimum of 1 year of experience using multiple systems and applications to complete operational tasks accurately and efficiently
Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance with established requirements
Experience managing high-volume workflows and consistently meeting established service level expectations
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Numerical Reasoning
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits