Transaction Management Ops Analyst, SBL, 529 Account Servicing

Bank of America

. Perform moderately complex transaction processing and reconciliation with medium to large monetary impact .

Posted 9/15/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in transaction processing, reconciliation, and operational efficiency while ensuring compliance with established procedures and controls. Proficient in analyzing data and collaborating with cross-functional teams to enhance service delivery and resolve discrepancies.

Highest-signal resume keywords

Transaction ProcessingOperational EfficiencyData AnalysisRegulatory ComplianceCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ReconciliationOperational ProcessesFinancial Reporting PrinciplesData Discrepancy ResolutionMicrosoft ExcelVLOOKUPPivot TablesHigh-Volume Workflow ManagementClient Documentation ReviewRisk Management Practices

Soft Skills

Client ServiceProblem SolvingTraining and Mentoring

Industry Keywords

Wealth ManagementRetirement ProductsLending ProductsInvestment Products

About the role

Key responsibilities & impact

Perform moderately complex transaction processing and reconciliation with medium to large monetary impact
Respond to client inquiries through numerous channels to support operational efficiency and quality client service
Analyze and resolve moderately complex transactions requiring escalations and exceptions
Identify risk and opportunities for process improvements
Review and validate transaction requests and supporting documentation, resolve gaps, and execute transaction processing
Research and resolve regulatory risk points, data discrepancies, and missing documentation errors
Respond to requestor and internal partner inquiries about account servicing, transaction status, and documentation requirements
Understand end-to-end process flows, controls, risks, and upstream/downstream operational impacts
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
Experience researching and resolving operational exceptions, discrepancies, or escalated issues while adhering to established controls and risk management practices
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 confirming financial, operational, or client data for accuracy and completeness
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

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
Potential flexibility based on role-specific responsibilities and business needs