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 11/3/2026full-timePennington • New Jersey • United StatesJuniorMid-Level💰 $25 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing retail and retirement distribution transactions while ensuring compliance with regulatory requirements and operational procedures. Proficient in managing high-volume workflows and providing quality service to clients and internal partners.

Highest-signal resume keywords

Operational Process ExecutionTransaction Review and ComplianceClient Inquiry ResolutionAttention to DetailHigh-Volume Workflow Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ProcessesTransaction Documentation ReviewRisk-Based ReviewsFinancial Activity AnalysisReconciliationSettlement SupportProcess ControlsCompliance RequirementsWorkflow ManagementNumerical Reasoning

Soft Skills

Customer and Client FocusOral CommunicationsWritten CommunicationsProblem SolvingCoachingMentoringAnalytical ThinkingPrioritizationResult OrientationResearch

Industry Keywords

Retail DistributionRetirement DistributionNon-Residential AliensGWIM Legacy International ClientsOperational ProceduresRegulatory ComplianceService Level ExpectationsMedium to High Monetary RiskEnd-to-End Process FlowsClient Documentation

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 related to 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, risks, and upstream/downstream operational impacts
Reconcile, settle, and support trades and transfers
Provide quality service and operations support to internal business partners and external clients
Handle operational processes involving 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
1st shift (United States of America)
Availability for 40 hours per week

Benefits

Comp & perks

Benefits eligible
Paid time off
Resources and support for employees
In-office flexibility based on role-specific responsibilities and business needs
Opportunities to learn, grow, and build a career
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits