Operations Specialist jobs at First Citizens Bank - 44 jobs
FCIS Operations Specialist
First Citizens Bank 4.8
Operations specialist job at First Citizens Bank
This position provides operational and administrative support for First Citizens Investor Services (FCIS). Processes requests originated by FCIS associates to streamline operations. Assists in updating and maintaining client brokerage, annuity, and fund direct accounts. Resolves issues and addresses inquiries related to processing. Ensures the timely, accurate processing of all requests to support FCIS associates in client servicing efforts.
Responsibilities
* Processing - Responsible for operational processing for client brokerage, annuity, and fund direct accounts. Performs necessary actions to modify or complete account transfers, cashiering, annuity, retirement accounts, and new accounts. Answers inquiries regarding processing status for associates and clients.
* Business Support - Performs a quarterly review of operations procedures and updates any changes. Assists management with special projects.
* Client Service - Facilitates department client servicing standards and expectations by providing team members with necessary support. Ensures timely, accurate processing and handling of requests to streamline daily processes.
* Communication - Answers incoming telephone, email, and in-person requests. Provides clear, effective communication regarding requests and inquiries.
Qualifications
Bachelor's Degree and 1 years of experience in Brokerage Operations or Bank Operations OR High School Diploma or GED and 2 years of experience in Brokerage Operations or Bank Operations
License or Certification Type: null null Skill(s): Understanding of computer data entry procedures
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
$30k-40k yearly est. 13d ago
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Operations Consultant - Sanctions Screening Center of Excellence
Bank of America Corporation 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies.
Responsibilities:
Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment
Advises on projects and directs activities of a team related to special initiatives
Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function
Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control
Identifies and recommends responsibilities and accountabilities for key programs/projects
Perform sanctions reviews on a variety of different Transactions
Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control)
Monitor queue volumes and priorities
Communicate with different Lines of Business to retrieve information or advise of adverse decisions
Required Qualifications:
2+ year experience in Operations or Compliance
Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience
Experience in client due diligence and KYC
Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions
Analytical and detail oriented.
Ability to work under pressure, meet deadlines and navigate change
Ability to work independently, as well as, within a team.
Strong risk framework and approach.
Ability to prioritize, use own initiative and be flexible
Good oral and written communications skills.
PC proficiency and excellent Keyboarding/Typing skills.
Overtime as required
Desired Qualifications:
Experience in Global Banking & Markets business process
Knowledge of Excel, Word, Outlook
Team player attitude, enthusiasm and commitment
Monitor work flow and team progress, provide feedback to manager/team
Monitor escalations received from Lines of business and response in timely manner
Coordinate with other sites/regions to ensure daily SSCOE goals are met
Provide training to new hires and up skill training to existing associates
Ensure existing training is updated appropriate to adjust for changes in environment over time
Line of Business Description:
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
Skills:
Customer and Client Focus
Problem Solving
Risk Management
Adaptability
Attention to Detail
Collaboration
Critical Thinking
Issue Management
Analytical Thinking
Decision Making
Oral Communications
Presentation Skills
Shift:
1st shift (United States of America)
Hours Per Week:
40
$83k-102k yearly est. 2d ago
Operations Consultant - Sanctions Screening Center of Excellence
Bank of America 4.7
Charlotte, NC jobs
Richmond, Virginia;Charlotte, North Carolina; Newark, Delaware; Scranton, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies.
**Responsibilities:**
+ Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment
+ Advises on projects and directs activities of a team related to special initiatives
+ Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function
+ Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control
+ Identifies and recommends responsibilities and accountabilities for key programs/projects
+ Perform sanctions reviews on a variety of different Transactions
+ Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control)
+ Monitor queue volumes and priorities
+ Communicate with different Lines of Business to retrieve information or advise of adverse decisions
**Required Qualifications:**
+ 2+ year experience in Operations or Compliance
+ Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience
+ Experience in client due diligence and KYC
+ Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions
+ Analytical and detail oriented.
+ Ability to work under pressure, meet deadlines and navigate change
+ Ability to work independently, as well as, within a team.
+ Strong risk framework and approach.
+ Ability to prioritize, use own initiative and be flexible
+ Good oral and written communications skills.
+ PC proficiency and excellent Keyboarding/Typing skills.
+ Overtime as required
**Desired Qualifications:**
+ Experience in Global Banking & Markets business process
+ Knowledge of Excel, Word, Outlook
+ Team player attitude, enthusiasm and commitment
+ Monitor work flow and team progress, provide feedback to manager/team
+ Monitor escalations received from Lines of business and response in timely manner
+ Coordinate with other sites/regions to ensure daily SSCOE goals are met
+ Provide training to new hires and up skill training to existing associates
+ Ensure existing training is updated appropriate to adjust for changes in environment over time
**Line of Business Description:**
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
**Skills:**
+ Customer and Client Focus
+ Problem Solving
+ Risk Management
+ Adaptability
+ Attention to Detail
+ Collaboration
+ Critical Thinking
+ Issue Management
+ Analytical Thinking
+ Decision Making
+ Oral Communications
+ Presentation Skills
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$83k-102k yearly est. 2d ago
Securities Operations Associate
Wells Fargo Bank 4.6
Charlotte, NC jobs
About this role:
Wells Fargo is seeking a Securities Operations Associate in Investment Operations as part of the Documentation Preparation team as part of Transaction & Processing division. This team prepares estate documentation for Wealth Investment Management Custom Loan Operations for pre-close, closing, and preforming regulatory due diligence for business and Wells Fargo internal customers. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Prepare documentation to facilitate the completion of client requested collateral change and credit limit reductions for Wealth Consumer products. Request maintenance as needed to fulfill modification requests. Effectively communicate with Bankers and collateral partners as needed.
Perform a variety of servicing tasks, as needed, to support commercial/custom loans and lines of credit.
Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables with narrower impact
Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
Resolve low complexity escalated issues within the scope of responsibility in Security Operations
Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies
Required Qualifications:
6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
6+ months of Wealth Management or Commercial Lending experience
Knowledge and understanding of state, federal and regulatory compliance requirements
Prior experience with documentation tools such as AFS, Hogan, Client Link
Proven success in collaborating with underwriting and legal teams to streamline workflows, mitigate risk, and enhance overall process efficiency.
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to process transactions and perform research to resolve escalated issues
Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to provide strong customer service and to develop customer relationships
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written and interpersonal communication skills
Intermediate Microsoft Office skills
Job Expectations:
This position offers a hybrid work schedule. 3 days in-office, 2 days remote work
Willingness to work on-site at stated location on the job opening
This position is not eligible for Visa sponsorship
Posted Location:
1525 W WT Harris Boulevard, Charlotte, North Carolina 28262
Posting End Date:
26 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Responsible for developing quantitative/analytic models and applications in support of the firm's risk management effort. This role focuses on the development of operations/data management policies, strategies and operational guidelines for the organization's various financial products as they relate to the analysis, tracking, and reporting of various risk metrics. This role often possesses an advanced degree in physics, applied mathematics, statistics/probability or another heavy quantitative discipline. Quantitative analytic staff is focused on and responsible for the development of the theory and mathematics behind various models. Individual Contributor and reports to Quant Operations Manager
Job Summary
Global Operations Management Reporting & Analytics is looking for a motivated individual with strong quantitative skills and experience with time-series forecasting, capacity planning, simulation modeling, and/or operations research. This individual will be responsible for developing and maintaining strategic volume forecasting and capacity planning models with the goal of maintaining optimal staffing levels across Global Operations. In addition, the position will assist with efforts to ensure models adhere to Model Risk Management (MRM) standards. The ideal candidate will have a keen eye for detail, a strong sense for modeling complex operational systems, and excellent verbal and written communication skills. Responsibilities include:
Develop and maintain volume forecasting, capacity planning, and resource optimization models
Help modernize existing volume forecasting and capacity models using advanced predictive modeling, simulation and optimization techniques
Assist in driving volume and capacity modeling consistency and innovation across the team
Routinely partner with the Front Line Units (FLUs) to generate best in class outcomes
Conduct routine model production and performance presentations with executive leadership
Evaluate new opportunities and implement enhancements to current capacity model inputs, processes, and outputs
Help with documentation and other efforts to adhere to Model Risk Management (MRM) guidelines
Required Skills:
Bachelor's degree in Statistics, Applied Economics, Industrial Engineering, Mathematics, Operations Research, Analytics, Finance or other STEM field
2+ years of experience in quantitative roles modeling complex systems
Fundamental understanding of linear regression and time-series modeling, discrete event simulation, and optimization techniques, through education or professional experience
Proficient in MS Office, particularly Excel
Experience with SAS, Python, R, or similar statistical software
Experience with Arena or similar discrete event simulation software
Experience with SAS OR, GAMS, XPRESS, CPLEX, or similar optimization software
Ability to work in a team-oriented environment with strong aptitude for problem solving and collaboration
Strong communication and interpersonal skills - specifically the ability to communicate complex ideas in a clear and concise manner to key stakeholders
Natural curiosity and drive to answer important business questions
High aptitude for self-motivation and self-determined project work in a fast-paced and rapidly changing environment
Desired Skills:
Master's degree in Statistics, Applied Economics, Industrial Engineering, Mathematics, Operations Research, Analytics, Finance or other STEM field
Prior operational volume forecasting, capacity planning, or financial planning experience
Experience with Tableau or other data visualization software
Data mining experience using SQL/SAS querying
Prior Banking industry analytics and modeling experience, specifically with models that adhere to standards set by a risk management governing body
Skills:
Analytical Thinking
Business Intelligence
Data Modeling
Data Visualization
Data and Trend Analysis
Attention to Detail
Collaboration
Data Management
Data Mining
Presentation Skills
Consulting
Problem Solving
Risk Management
Stakeholder Management
Technical Documentation
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range$84,600.00 - $132,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$84.6k-132k yearly Auto-Apply 60d+ ago
Quantitative Operations Associate
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for developing and maintaining models for the line of business, including volume forecasts, capacity plans, and vendor models. Key responsibilities include presenting findings to key stakeholders and ensuring compliance to Model Risk Management (MRM) standards. Job expectations include strong quantitative skills and experience in time series forecasting, simulation modelling, operations research, and analytics.
Responsible for developing quantitative/analytic models and applications in support of the firm's risk management effort. This role focuses on the development of operations/data management policies, strategies and operational guidelines for the organization's various financial products as they relate to the analysis, tracking, and reporting of various risk metrics. This role often possesses an advanced degree in physics, applied mathematics, statistics/probability or another heavy quantitative discipline. Quantitative analytic staff is focused on and responsible for the development of the theory and mathematics behind various models. Individual Contributor and reports to Quant Operations Manager
Global Operations Data Management & Analytics is looking for a motivated individual with strong quantitative skills who can analyze operational activities and data to develop and maintain time-series volume forecasts for capacity planning purposes through the application of statistical models and business intelligence. In addition, the position will assist with efforts to ensure models adhere to Model Risk Management (MRM) standards. The ideal candidate will have a keen eye for detail, a strong sense for modeling complex operational systems, and excellent verbal and written communication skills. Responsibilities include:
Develop and maintain time-series models using advanced algorithm-based forecasting techniques
Assist in driving forecast consistency and innovation across the team
Routinely partner with the Front-Line Units (FLUs) to generate best in class forecasts
Conduct routine model production and performance presentations with executive leadership
Help with documentation and other efforts to adhere to Model Risk Management (MRM) guidelines
Support ongoing model monitoring to improve forecasting performance and efficiency
Responsibilities:
Develops and maintains models for the line of business, including volume forecasts, capacity plans, and vendor models
Drives horizontal consistency in model development and usage across peer groups
Conducts routine model production and performance presentations with executive leadership
Ensures adherence to Model Risk Management (MRM) requirements
Supports ongoing model monitoring to improve forecasting performance and efficiency
Skills:
Analytical Thinking
Business Intelligence
Data Modeling
Data Visualization
Data and Trend Analysis
Attention to Detail
Collaboration
Data Management
Data Mining
Presentation Skills
Consulting
Problem Solving
Risk Management
Stakeholder Management
Technical Documentation
Required Skills:
Master's degree in Mathematics, Statistics, Applied Economics, Analytics, Data Science, other STEM field; or equivalent experience
2+ years of experience in quantitative roles supporting complex functions
Fundamental understanding and experience with linear regression, time-series, and other statistical modeling techniques, through education and/or professional experience
Proficient in MS Office, particularly Excel
Experience with SAS, Python, R, or similar statistical software
Ability to work in team-oriented environment with strong aptitude for problem solving and collaboration
Strong communication and interpersonal skills - specifically the ability to communicate complex ideas in a clear and concise manner to key stakeholders
Natural curiosity and drive to answer important business questions
Desired Skills:
2+ years of experience as a professional predictive modeling analyst (forecasting, regression analysis, time-series, etc.)
Prior Bank of America/Banking industry analytics and modeling experience, specifically with developing predictive models that adhere to standards set by a risk management governing body
Data mining experience using SQL
Experience with Tableau or other data visualization
Ability to coach others
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533) Pay and benefits information Pay range$84,600.00 - $130,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
About this role:
Wells Fargo is seeking an Institutional Investment Operations Associate within the Shared Services Configuration team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com.
This team supports the static data configuration with regard to the Futures Commission Merchant and Swap Dealer.
In this role, you will:
Provide operational and customer support for lifecycle tasks for institutional trades
Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement services, asset servicing structured loan operations, general ledger reconciliation and work to resolve confirmation and ISDA related issues
Assist in gathering data to support resolution of issues
Receive direction from manager and exercise judgment within defined parameters of the area while developing understanding of various functions, policies and procedures
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Provide support in both firm wide and operations/team specific projects, inclusive of active participation in UAT testing
Review and refine written process and control procedures
Reconcile key data elements between systems of record to ensure data integrity
Required Qualifications:
6+ months of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Analytical thinking and problem-solving ability
Strong attention to detail
Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.)
Familiarity with data visualization tools (e.g., Tableau, Power BI)
Basic understanding of SQL or other data querying languages
Strong written and verbal communication skills
Ability to work independently and in teams
Time management and organizational skills
Exposure to investment products or markets (e.g., equities, fixed income, derivatives)
Curiosity and eagerness to learn
Adaptability in a fast-paced environment
Professionalism and integrity
Collaborative mindset
Job Expectations:
Ability to work a hybrid schedule - of three (3) days in office and two (2) days remote
Willingness to work on-site at stated location on the job opening
Ability to work additional hours as needed
This position is not eligible for Visa sponsorship
Posting Location:
550 S Tryon St, Charlotte, NC 28202
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Posting End Date:
24 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$75k-103k yearly est. 7d ago
Franklin Street Partners Operations Specialist
Fifth Third Bank, N.A 4.6
Chapel Hill, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Franklin Street Partners OperationsSpecialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The OperationsSpecialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities may include:
Cashiering
+ Process wires, check requests, EFT's as requested on a daily basis.
+ Enter all the details for client deposits via check or wire.
+ Scan all paperwork related to each transaction and save it in the electronic document storage system.
+ Prepare stock gift transactions and letters to clients to provide the details of the transactions
+ Post income into our systems for held away assets.
+ Special reporting for clients on an as needed basis.
+ Manage the process for quarterly mailing of client statements.
+ Support Front Desk coverage, as needed.
+ Special projects, as needed.
New / Closing Account Activities
+ Open/verify new accounts in APX
+ Maintain transfer list to keep relationship managers up to date on account transfers
+ Process incoming and outgoing account transfers
+ Reconcile assets received vs. prior custodian statements
+ Obtain cost basis prior to account acceptance and transfer
+ Troubleshoot issues with transfers between custodians
+ Monitor account closings & transfers
+ Make all changes to APX with internal transfers
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ 3+ year's relevant experience
+ High school diploma or equivalent. College degree preferred.
+ Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook
+ Knowledge of Advent Portfolio Exchange (APX) preferred
+ Acquired understanding of company policies, procedures, and operations
+ Knowledge of the firms businesses and the related industry economics
+ Ability to multi-task and work well under pressure
+ Excellent customer service and problem resolution skills
+ Ability to work efficiently with a low margin of error
+ Excellent verbal and written communication skills
+ Effective customer relations both internal and external
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of CRT screen.
Franklin Street Partners OperationsSpecialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Chapel Hill, North Carolina 27517
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$54k-68k yearly est. 6d ago
Franklin Street Partners Operations Specialist
Fifth Third Bank 4.6
Chapel Hill, NC jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Franklin Street Partners OperationsSpecialist delivers quality day-to-day investment operations related responsibilities including cash movement, income transactions, bond trading, client reporting and investment reporting. The OperationsSpecialist will liaise with numerous stakeholders, to ensure our clients receive timely, high-quality, and compliant documentation and service execution.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities may include:
Cashiering
Process wires, check requests, EFT's as requested on a daily basis.
Enter all the details for client deposits via check or wire.
Scan all paperwork related to each transaction and save it in the electronic document storage system.
Prepare stock gift transactions and letters to clients to provide the details of the transactions
Post income into our systems for held away assets.
Special reporting for clients on an as needed basis.
Manage the process for quarterly mailing of client statements.
Support Front Desk coverage, as needed.
Special projects, as needed.
New / Closing Account Activities
Open/verify new accounts in APX
Maintain transfer list to keep relationship managers up to date on account transfers
Process incoming and outgoing account transfers
Reconcile assets received vs. prior custodian statements
Obtain cost basis prior to account acceptance and transfer
Troubleshoot issues with transfers between custodians
Monitor account closings & transfers
Make all changes to APX with internal transfers
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
3+ year's relevant experience
High school diploma or equivalent. College degree preferred.
Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook
Knowledge of Advent Portfolio Exchange (APX) preferred
Acquired understanding of company policies, procedures, and operations
Knowledge of the firms businesses and the related industry economics
Ability to multi-task and work well under pressure
Excellent customer service and problem resolution skills
Ability to work efficiently with a low margin of error
Excellent verbal and written communication skills
Effective customer relations both internal and external
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Franklin Street Partners OperationsSpecialist
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Chapel Hill, North Carolina 27517
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$54k-68k yearly est. Auto-Apply 5d ago
Production Operations Specialist
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.
Overview:
The Production OperationsSpecialist is the first point of contact for users as it relates to requests or a failure of a service; as well as being responsible for maintaining the stability for a portfolio of applications. This role will work closely with users and other technology teams to identify, troubleshoot, and resolve issues. This role may perform initial investigation, take direct action mitigate impacts whenever possible through established routines, participate in tri ages, and respond to requests from users. This role may be responsible for providing end to end management of application access services. The role follows well defined Standard Operating Procedures (SOPs) and may propose changes to monitoring, alerting and configuration to improve the service levels and works closely with respective subject matter experts.
Responsibilities:
Monitors and supports application components and related infrastructure, acts as the first point of contact for users, and responds to alerts regarding potential production incidents
Interprets and monitors dashboards, tools, and reports in order to proactively identify and address potential issues prior to production impact, escalating issues to senior team members or subject matter experts as needed
Performs environment routing and cycling, implements splash pages, and conducts user ID administration access provisioning/deprovisioning (additions, modifications, deletions) for applications
Works with technical partners to generate status updates, create technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, and schedules follow up meetings
Partners with change and release teams to support implementations and proactively identify potential issues resulting from changes
Tracks incidents and requests in a defined system, executes procedures reliably, fulfills requests from business users and operations, and escalates issues as needed to solve incidents quickly
Keeps operational procedures updated and provides data that adheres to documentation requirements and audits
Provide 24 x 7 first point of contact for users, monitoring and support of application components and related infrastructure
Respond to alerts regarding potential production incidents
Perform analysis using monitoring tools and reports in order to proactively identify and address potential issues prior to production impact. Interprets monitors and dashboards
Escalate to senior members of team OR subject matter experts (SMEs) as needed for issue resolution
Perform environment routing, cycling, and implementation of splash pages
Partner with change and release teams to support implementations and proactively identify potential issues resulting from changes
Perform user ID administration access provisioning / de provisioning (additions, modifications, deletions) for applications
Fulfill requests from business users and operations
Track Incidents and requests in a defined system
Capture knowledge to keep operational procedures updated
Provide data and adhere to documentation requirements and audits
Execute procedures reliably and escalate appropriately to solve incidents quickly
Work with technical partners to generate status updates and technical detail for awareness communications and schedule reconvene follow ups
Required Skills
2+ years of experience in WebSphere troubleshooting in Linux, networking and following applications from login to activation
Unix background and experience supporting Java applications on a WebSphere platform
Proven leadership skills with record of excellent workmanship, dedication, and ownership
LEADS BY EXAMPLE, others look to you for expertise
PROACTIVE TEAM MEMBER with a history of leading, implementing and documenting process improvements and automation
SELF-STARTER with the ability to multi-task and prioritize workload
The ability to COMMUNICATE CLEARLY and effectively (Verbally and Written) with the business and teammates
Be flexible in providing occasional on-call rotational support, including off-hours and weekends
Desired Skills
Bachelor's degree preferably in a Computer Science or related field
Working experience on UNIX Application Environments: WebSphere, JBOSS, etc.
Understanding of web application architecture
Ability to troubleshoot and analyze issues with failed deployments
Good Database experience - Comfortable using/understanding SQL
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Collaboration
Result Orientation
Solution Delivery Process
Business Acumen
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$80,700.00 - $128,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$29k-36k yearly est. Auto-Apply 60d+ ago
Institutional Investment Operations Specialist
Wells Fargo 4.6
Charlotte, NC jobs
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking an Institutional Investment OperationsSpecialist within our Trade Support team as a part of our Corporate Investment Banking (CIB) Operations Division.
This role supports internal and external Fixed Income clients by ensuring timely, accurate, and well‑controlled post‑trade operations. Responsibilities include managing operational risk and overseeing key trade‑lifecycle activities such as trade matching, allocation, confirmation, and affirmation. The ideal candidate will exercise sound judgment within established policies and procedures while driving process improvements in partnership with key stakeholders. A sound understanding of operational controls, regulatory requirements, and compliance standards is essential.
Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Support pre‑settlement activities, including trade matching, allocation, confirmation, affirmation, break mitigation, and trade/account reconciliation
* Investigate and resolve trade breaks and discrepancies in a timely manner
* Collaborate with internal teams (Operations, Technology, Trade Capture, Sales & Trading) and external counterparties (Investment Managers, Custodians, Brokers, Application Support) to resolve complex issues
* Participate in lifecycle support for institutional trade initiatives and projects
* Identify and recommend process improvements to enhance efficiency and reduce operational risk
* Exercise independent judgment while consulting with peers and managers to achieve operational goals
* Maintain accurate records and ensure adherence to regulatory requirements and internal standards
* Serve as a point of contact for stakeholders, providing clear and professional communication
Required Qualifications:
* 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Proficient understanding of trade lifecycle processes and pre-settlement activities
* Experience with institutional trade processing systems (e.g. DTCC, CTM, ALERT, Broadridge, or similar platforms)
* Knowledge of industry regulations and best practices related to trade settlement
* Ability to manage multiple priorities in a fast-paced environment
* Demonstrated ability to identify and implement process improvements
* Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
* Excellent analytical and problem-solving skills with attention to detail
* Ability to work independently and in a team environment
* Sound verbal and written communication skills
Primary Posting Location:
* 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522
Job Expectations:
* This position offers a hybrid work schedule at the posted locations listed.
* Shift flexibility, including availability to work occasional weekends and select holidays for testing and foreign currency markets.
* Relocation assistance is not available for this position.
* Visa Sponsorship not available for this position.
Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; foreign exchange, rates and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
22 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$29k-36k yearly est. 2d ago
Technology Operations Specialist II
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.
Responsibilities:
Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
Mentors other team members and provides technical leadership
Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
Provides release support when needed and manages engagement across audiences
Provides full lifecycle management of the infrastructure and application environments
To provide 24*7 support for the Legal and Audit applications portfolio.
Monitoring and support of production AutoSys jobs / schedules, troubleshooting, and resolution of production issues.
Coordination of production changes across multiple teams including infrastructure and information security, as well as our development and business partners.
Ability to keep schedule, make tight deadlines, work timely and independently. The expectation is that this person will oversee day-to-day operations keeping the systems stable and healthy.
Perform hands-on triage and troubleshooting of issues, issue reporting, and incident management. Resolve incidents based on customer defined SLA's.
Support production release activities.
Ability to prioritize and engage management in situations when prioritization is a challenge
Perform business continuity and disaster recovery activities.
Create and troubleshoot AutoSys scripts/jobs.
Work closely with developers and support various configuration and log management.
Document application support processes and procedures.
Required Qualification:
10+ years of IT experience in production support.
Knowledge of Autosys, Aspera, Oracle/SQL, Unix/Linux, Scripting, Splunk, Ansible Deployment.
Ability to analyze and identify root cause of issues and manage problem resolution.
Excellent verbal and written communication skills.
Abilities to work effectively with various stakeholders and speak up on issues.
Desired Qualifications:
Automation skills to reduce manual activities
Proven team player who can work comfortably in a multicultural environment
Proven ability to work independently, multi task and effectively work in a complex environment with a global team structure
Excellent verbal and written communication skills; Strong influencer, facilitator, and collaborator.
Detail oriented and organized
Must be pro-active, enthusiastic, flexible, results driven with attention to detail
Strong problem solving and critical thinking skills
Motivation to achieve results and the ability to quickly integrate into teams
Ability to work in an ambiguous environment and draw and defend results and conclusions
Ability to work in a dynamic and team oriented environment
Ability to balance a significant workload, prioritize and multitask
Skills:
Innovative Thinking
Production Support
Result Orientation
Risk Management
Solution Design
Adaptability
Analytical Thinking
Collaboration
Influence
Solution Delivery Process
Architecture
Automation
DevOps Practices
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$85,000.00 - $153,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$85k-153.8k yearly Auto-Apply 60d+ ago
Technology Operations Specialist
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary:
Maintains and supports the enterprise Messaging and Collaboration infrastructure specifically with client support on a large scale multi-site, multi-domain environment. Responsible for Messaging and Collaboration supported applications to include Outlook, Sharepoint, web conferencing (WebEx), Instant Messaging (Lync/Skype, Group Chat) as major focus. Manages the integration of email with other systems such as mobile device and other unified communication technologies.
Administers the Messaging and Collaboration user accounts in the enterprise by creating user ids, effecting user name changes and moves, maintaining group lists, and removing terminated user ids (must adhere to regulatory requirements when needed)
Assumes the leadership role in the resolution of complex technical issues (SME)
Consults with application developers on issues related to the impact of applications
Coordinates with application developers and project managers to deploy worldwide enterprise solutions/applications (tasks to include but not limited to testing and documentation)
Provides technical expertise to internal IT groups and provide feedback and recommendations to management for service level and environment optimization
Protects the overall security of the messaging environment through the administration of access control lists, security measures and certification of external organizations
Provides training to users, junior technicians and other IT personnel
Required Qualifications:
3+ years of working in a technical operations role
Outlook MS-365
Sharepoint administration
Active Directory, working knowledge of Microsoft Exchange, One drive, MS Teams, Skype, WebEx
Strong working knowledge of ITIL standards and practices
Proven problem solving skills
Proven analytical skills
Proven communication skills on a technical and non-technical level
Proven process documentation skills
Strong working knowledge of Windows operating systems and internet browsers
Strong working knowledge of Microsoft Office tools (Outlook, Excel, Access, PowerPoint)
Basic knowledge of network troubleshooting
Ability to participate with on-call support rotations
Desired Qualifications:
Experience with automation of recurring processes
SQL Scripting
PowerShell Scripting
Technical Certifications (ITIL, Microsoft, Network)
Technical Writing
Skills:
Innovative Thinking
Production Support
Result Orientation
Risk Management
Solution Design
Adaptability
Analytical Thinking
Collaboration
Influence
Solution Delivery Process
Architecture
Automation
DevOps Practices
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101) Pay and benefits information Pay range$81,200.00 - $134,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$81.2k-134.3k yearly Auto-Apply 60d+ ago
Technology Operations Specialist
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for the planning, development, and implementation of infrastructure solutions to meet specific deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and participating in projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.
Responsibilities:
Manages stability, resiliency, reliability, and performance of supported systems
Fulfills requests from business users and operations and communicates technical status updates with appropriate teams
Captures and translates business requirements into infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
Supports change implementations, proactively identifies potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
Provides release support when needed and manages engagement across audiences
Provides full lifecycle management of the infrastructure and application environments
To provide 24*7 support for the Legal and Audit applications portfolio.
Monitoring and support of production AutoSys jobs / schedules, troubleshooting, and resolution of production issues.
Coordination of production changes across multiple teams including infrastructure and information security, as well as our development and business partners.
Ability to keep schedule, make tight deadlines, work timely and independently. The expectation is that this person will oversee day-to-day operations keeping the systems stable and healthy.
Perform hands-on triage and troubleshooting of issues, issue reporting, and incident management. Resolve incidents based on customer defined SLA's.
Support production release activities.
Ability to prioritize and engage management in situations when prioritization is a challenge
Perform business continuity and disaster recovery activities.
Create and troubleshoot AutoSys scripts/jobs.
Work closely with developers and support various configuration and log management.
Document application support processes and procedures.
Required Qualifications:
10+ years of IT experience in production support.
Knowledge of Autosys, Aspera, Oracle/SQL, Unix/Linux, Scripting, Splunk, Ansible Deployment.
Ability to analyze and identify root cause of issues and manage problem resolution.
Excellent verbal and written communication skills.
Abilities to work effectively with various stakeholders and speak up on issues.
Desired Qualifications:
Automation skills to reduce manual activities
Proven team player who can work comfortably in a multicultural environment
Proven ability to work independently, multi task and effectively work in a complex environment with a global team structure
Excellent verbal and written communication skills; Strong influencer, facilitator, and collaborator.
Detail oriented and organized
Must be pro-active, enthusiastic, flexible, results driven with attention to detail
Strong problem solving and critical thinking skills
Motivation to achieve results and the ability to quickly integrate into teams
Ability to work in an ambiguous environment and draw and defend results and conclusions
Ability to work in a dynamic and team oriented environment
Ability to balance a significant workload, prioritize and multitask
Skills:
Innovative Thinking
Production Support
Result Orientation
Risk Management
Solution Design
Adaptability
Analytical Thinking
Collaboration
Influence
Solution Delivery Process
Architecture
Automation
DevOps Practices
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$78,600.00 - $134,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$78.6k-134.3k yearly Auto-Apply 16d ago
Technology Operations Specialist - Mobile Device Management
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary
Technology OperationsSpecialist professional supporting large-scale enterprise mobile device management with in the Bank.
Candidate should have a well-rounded knowledge of large-scale enterprise mobile device management such as Blackberry UEM or Microsoft Intune as well as knowledge of the Apple and/or Android mobile operating system. Familiarity with core Microsoft infrastructure technologies, such as Active Directory, Azure, Exchange, and Teams will be helpful.
Need to be able to interact with customers and provide exceptional technical services. Will interface with customers to troubleshoot issues on specific devices and remediate directly on the device or from the infrastructure side. Need to have the ability to investigate and analyze systems logs both directly from the device and the infrastructure side, work with vendors to analyze and determine root cause. Ability to answer users' questions about application downloads, activations, and best practices. Be able to assist with the setup of new accounts & devices, stage, and provide support for mobile apps for different LOB, conduct required surveys, reporting, etc.
They should be able to work as a team member with other technical teams such as Messaging, Networking, GIS, Server team, etc. to analyze data, network diagrams, to determine system failure point or root cause during outages.
Required Qualifications:
Experience with Windows Server administration
Experience with Blackberry UEM or Microsoft Intune Mobile Device management.
Experience with Microsoft Azure and Entra a plus.
Strong analytical skills/problem solving/conceptual thinking.
Must be detail oriented and organized.
Effective communication and collaboration skills.
Proven ability to work independently, multi-task and effectively work in a complex environment.
Proven team player who can work comfortably in a multicultural environment.
Splunk and/or Dynatrace knowledge a plus to analyze logs for troubleshooting
Knowledge of PowerShell scripting a plus.
Desired Qualifications:
3+ years of experience in a technology admin/support role
Job Description:
This job is responsible for the planning, development, and implementation of infrastructure solutions to meet specific deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and participating in projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.
Responsibilities:
Manages stability, resiliency, reliability, and performance of supported systems
Fulfills requests from business users and operations and communicates technical status updates with appropriate teams
Captures and translates business requirements into infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
Supports change implementations, proactively identifies potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
Provides release support when needed and manages engagement across audiences
Provides full lifecycle management of the infrastructure and application environments
Skills:
Innovative Thinking
Production Support
Result Orientation
Risk Management
Solution Design
Adaptability
Analytical Thinking
Collaboration
Influence
Solution Delivery Process
Architecture
Automation
DevOps Practices
Project Management
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1300 American Blvd - Hopewell Bldg 3 (NJ2130) Pay and benefits information Pay range$78,600.00 - $134,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$78.6k-134.3k yearly Auto-Apply 60d+ ago
Sr Business Control Specialist (Monitoring & Inspection)
Bank of America 4.7
Pinehurst, NC jobs
Belfast, United Kingdom **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************
**Job Description:**
**Job Title: Sr Business Control Specialist**
**Corporate Title: Up to Assistant Vice President**
**Location: Belfast**
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Join Us in Belfast - A City of Opportunity and Innovation**
We're thrilled to announce the opening of our new office in Belfast-a vibrant, fast-growing hub for financial services and technology, and a strategic addition to Bank of America's global footprint. This expansion underscores our commitment to investing in talent and driving innovation across the UK and Ireland.
Our new offices at City Quays are in the heart of a city celebrated for its rich history, dynamic culture, and thriving business community. Whether you're local or considering relocation, you'll find a welcoming environment, an excellent quality of life, and the opportunity to help shape the future of banking.
**About Bank of America in Belfast**
Bank of America is one of the world's leading financial institutions, powered by approximately 213,000 talented employees worldwide. Our new Belfast facility will strengthen our business continuity planning and risk management capabilities while reinforcing the expertise and value delivered across our global teams. We're committed to creating up to 1,000 new roles, starting with positions in Global Anti-Money Laundering Operations and Global Financial Crimes Compliance. These teams will focus on critical areas such as client due diligence, quality assurance, and regulatory compliance support-key functions that safeguard the integrity of the international financial system.
**Role Description:**
The In-Line Quality Assurance (ILQA) role is responsible for performing Quality Assurance testing of Global Banking and Global Markets (GBGM) Anti-Money Laundering (AML)/Know Your Customer (KYC) client data across the Bank's global divisions. This position sits within the Global Operations ILQA Team and requires a strong operational risk and compliance background, Risk framework (QA standard) knowledge, understanding of AML requirements and testing across multiple jurisdictions.
As a Sr Business Control Specialist, you will conduct comprehensive Refresh Quality Assurance reviews of Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) requirements for GBGM records that have recently completed refreshes. You will execute testing to assess compliance with AML/Financial Crimes Global Standards, ensure accuracy and timeliness of test execution, and maintain a strong culture of compliance by identifying, escalating, and mitigating risks promptly.
**Key Responsibilities:**
+ Conduct and coordinate thorough Refresh Quality Assurance reviews of CDD and EDD requirements for GBGM refreshes.
+ Ensure associate performance and control effectiveness comply with AML regulations and policies.
+ Execute QA activities, including control execution, case assignment, and timely reporting of results.
+ Support Regulatory Exams and Internal Audits
+ Capture and analyse data to support governance activities and dashboard reporting.
+ Implement optimised controls and enhanced QA practices to strengthen business continuity efforts.
**What We Are Looking For**
**Experience:**
+ Proven experience in Quality Control/Assurance Testing, Risk Control Self-Assessment (RCSA), internal audit, risk management, compliance, or similar business control roles.
+ Exposure to Global Banking, Global Markets, or diverse business lines and functions.
**Skills & Competencies:**
+ Robust logical reasoning and analytical skills to assess escalations and drive effective solutions.
+ Excellent verbal and written communication skills with strong organisational abilities.
+ Ability to prioritise tasks, work independently with minimal supervision, and manage multiple priorities under tight deadlines.
+ Knowledge of AML/KYC requirements, Economic Sanctions laws, and global AML concepts.
+ Proficiency in Microsoft Office (Excel, PowerPoint, SharePoint, Teams) for managing large datasets and reports.
**Preferred Qualifications:**
+ ACAMS or ICA certification is a plus.
+ Bachelor's degree in a related field or equivalent experience.
+ Ability to analyse large and complex datasets and present executive-level reports.
+ Familiarity with Risk Management, Quality Control, and Quality Assurance frameworks.
**Benefits of working at Bank of America**
**UK**
+ Private healthcare for you and your family
+ Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
+ 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
+ The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
+ Use of a flex fund to use towards benefits
+ Access to an emotional wellbeing helpline, and virtual GP services
+ Access to the Peppy App which provides 1:1 support, consultations and resources relating to men's health, women's health, fertility, menopause and pregnancy & parenthood
+ Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm
+ Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
+ Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area
**Bank of America**
Good conduct and sound judgment is crucial to our long term success. It's important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race,religious or similar philosophical belief, political opinion, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We monitor the community background and sex of our job applicants and employees in order to demonstrate our commitment to promoting equality of opportunity in employment and to comply with our duties under the Fair Employment & Treatment (NI) Order 1998. We invite you to register your information by completing the following form *******************************
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-106k yearly est. 20d ago
Sr Ops Control Specialist
Bank of America 4.7
Charlotte, NC jobs
Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for supporting the day-to-day routines of teams that deliver against the bank's Financial Crimes Enterprise Policy and the Financial Crimes Global Standard with little oversight. Key responsibilities include understanding and anticipating inherent risks to the business, applying knowledge by conducting research and analysis in multiple applications to solve complex problems and escalation inquiries, documenting procedure changes, providing guidance to employees, and effectively communicating information and data across the Line of Business.
This Senior Operations Control Specialist role is on the Consumer AML High Risk Detection team within Global Operations.
Conducts routine to complex research and investigations in diversified operations to support compliance operations directed by internal bank policies and required adherence to regulatory and compliance requirements which can involve high penalties and fines for non-compliance. Executes against regulatory, BSA/anti-money laundering, and economic sanctions compliance practices relevant to the specialist's specific area of responsibility with sufficient expertise and or experience to require some direction, but little day-to-day guidance from the specialist's manager.
**Responsibilities:**
+ Monitors team metrics and works with leadership to track progress towards objectives and ensure goals are met
+ Demonstrates process expertise and provides support to leadership, employees, and business partner by implementing process improvements to address and resolve issues
+ Assists in the identification, escalation, and mitigation of potential risks and issues
+ Applies knowledge of business processes to identify opportunities for simplification and efficiencies
+ Supports the enhancement of quality service and ensures effective and efficient operations support is in place for the assigned area's internal business partners and external clients
+ Collaborates with Change Managers, Technology, and other business partners to support system enhancements and special projects
+ Ensures adherence to procedures and regulatory requirements through updates and change training
**Requirements:**
+ Minimum 2 years' experience in high volume production operational environment
+ Previous AML and/or KYC experience
+ Flexibility to work weekends as needed
+ Strong analytical, conceptual and problem-solving skills - ability to drive root cause analysis, focus on details, identify issues, prioritize quickly and recommend solutions.
+ Research analysis with the ability to gather, prepare and present findings with business partners, as needed.
+ Ability to balance multiple competing priorities in a fast-paced and complex environment.
+ Intermediate level in various MS tools including Excel, PowerPoint, and SharePoint (a plus).
+ Strong written & oral communication and presentation skills; able to target messaging to different audiences; provide consolidated data in a clear and concise manner.
+ Attention to detail & strong organizational skills.
+ Able to prioritize daily work to meet deadlines and goals.
+ Demonstrates a good working knowledge of processes and adherence to procedures.
+ Capability to work effectively in a team environment & ability to multitask.
+ Strong time management skills.
**Desired Qualifications:**
+ Prior experience working with and navigating various bank systems, Interact, Image view and outside Internet sources.
+ Willingly shares knowledge, expertise and best practices with others on the team.
+ 1+ years of operational lead experience
+ Financial Center experience
+ AML or compliance-based knowledge is an advantage for this role. (Enterprise Financial Crimes Standard, Consumer and Small Business AML Program, BSA and USA Patriot Act).
+ Working knowledge of laws, rules, and regulations and ability to identify and escalate risk
**Skills:**
+ Adaptability
+ Analytical Thinking
+ Critical Thinking
+ Data Collection and Entry
+ Data Quality Management
+ Collaboration
+ Decision Making
+ Interpret Relevant Laws, Rules, and Regulations
+ Problem Solving
+ Research Analysis
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
About this role: Wells Fargo is seeking an Asset Servicing Senior Institutional Investment OperationsSpecialist. The group is responsible for managing and controlling high levels of risk and liability inherent in the Asset Servicing process. We must provide outstanding service and create an environment that maintains its focus on serving our clients while constantly looking for ways to improve efficiency. The group processes all aspects of the lifecycle of Asset Servicing events, for all asset classes and across all markets. The Asset Servicing team also works with external custodians to process allocations from our custodians to our clients.
Other duties include the managing of communications with Lines of Business, such as Securities Lending, Prime Brokerage, as well as Operations and Technology partners. The ideal candidate must be able to balance a workload of tasks across the department and ensure all deadlines are met.
In addition, the successful candidate should have a proven track record of process improvement and ownership of specific tasks. The successful candidate will be responsible for being part of a team that is the main point of contact for our CIB business.
In this role, you will:
* Provide leadership to Team Members & our processes in multiple locations
* Reconciling and managing open items resulting from Asset Servicing Events, including Income Events such as Cash Dividends, Interest Payments, and Principal Paydowns
* Post payable reconciliation and claims processing
* Working with Agent Banks, Custodians, and external counterparties to ensure complete understanding of events and ensuring data flows are correct with respect to event allocations.
* Communicating with Operations colleagues as well as Client Facing Lines of Business
* Risk management of open items
Required Qualifications:
* 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Strong analytical skills with high attention to detail and accuracy
* Excellent verbal, written, and interpersonal communication skills
* Effective organizational, multi-tasking, and prioritizing skills
* Ability to work in a fast-paced deadline driven environment
* Knowledge and understanding of Broadridge applications
* Experience with a customer service mindset and a focus on continuous improvement
* Knowledge of DTCC for allocations and elections
* Knowledge of non-US depositories (e.g. Euroclear; Clearstream)
* Knowledge of TMPG practices
* Experience in a Financial Services firm with a focus on servicing an Intuitional / Prime Services business.
* Familiar with the regulatory environment and maintaining strong controls
* Experience working with custodians, depositories, agents, and external brokers to ensure timely and accurate processing of events to client accounts and to appropriately manage risk.
Job Expectations:
* This position offers a hybrid work schedule to work on-site at stated location on the job opening
* This position is not eligible for Visa sponsorship
* This position is not eligible for relocation
Posting End Date:
23 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$29k-35k yearly est. 7d ago
Production Services Specialist - IVR
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing support to end users and responding to issues related to incidents and problem management for multiple applications, focusing on leading triage activities on all business impacting incidents. Key responsibilities include ensuring compliance with incident management and problem management policies and procedures. Job expectations include serving as a key focal point for the customer, client, and associate experience and restoring any impacts to those experiences regardless of where the root cause of the impact lies.
Position Summary:
Looking for a Telephony Call Routing / IVR Support Analyst for a production support role. Responsibilities will focus on supporting a Genesys CTI call routing solution. Supported applications will include the Genesys suite of call routing components and applications. Candidate should also be familiar with IVR support, analysis and troubleshooting. Candidate should be comfortable engaging in real-time triage conference calls to troubleshoot complex contact center routing and IVR issues. Ability to communicate clearly both verbally and written to multiple tiers of management is required. Applicant should be an aggressive self-starter, motivated to learn new applications, technologies and able to work multiple concurrent tasks. Application specific training will consist of hands on real time engagement as well as formal vendor training. On-call rotation is required which will include weekends, nights and holidays. Qualified applicant should have a minimum of 2-3 years experience in contact center telecommunications. Strong problem solving and diagnostic skills are essential to success for this position. A solid foundation of computer and network fundamentals are required for this role.
Responsibilities:
Leads production support triage efforts, manages bridge line troubleshooting, engages in technical research, and escalates issues to leadership as needed
Ensures all impacts are accurately recorded and documented in the system of record, verifies documents and wikis are updated and available for use during triage, and supports on call responsibilities for incidents, the documentation of application flows, impacts during outages, the customer experience, and contacts for support needs
Provides status updates and technical detail for awareness communications, such as infrastructure, application and client impact, and component points of failure, oversees accuracy of all communications sent, and ensures any necessary reconvenes are scheduled
Identifies business impact, interprets monitors, dashboards, and logs, and writes queries to accurately calculate and communicate impacts to leadership in partnership with senior team members or specialists within Technology Services
Promotes and enforces production governance during triage/testing, and identifies production failure scenarios, vulnerabilities, and opportunities for improvement, determines appropriate actions, and escalate issues as needed
Analyzes, manages, and coordinates incident management activities to detect problems that potentially affect the service level
Fulfills research requests, ad hoc reports, and offline incidents at the direction of senior team members or the Technology/Production Services teams
Required Qualifications:
Minimum of 2-3 years experience providing IVR support, analysis and troubleshooting in a Contact Center environment.
Experience engaging in real-time triage conference calls to troubleshoot complex contact center routing and IVR issues.
Ability to communicate clearly both verbally and written to multiple tiers of management
Self-starter, motivated to learn new applications, technologies and able to work multiple concurrent tasks.
Strong diagnostic and problem solving skills
Solid understanding of networking fundamentals and contact center technologies
Experience troubleshooting and resolving issues within Windows Operating Systems
Advanced Microsoft Office Skills
Desired Qualifications:
Avaya Call Manager
Genesys Call Routing
IVR Technologies (GVP a plus)
SQL
SIP
Linux
Splunk
Skills:
Adaptability
Analytical Thinking
Influence
Production Support
Risk Management
Automation
Collaboration
Innovative Thinking
Result Orientation
Solution Design
Business Acumen
DevOps Practices
Project Management
Solution Delivery Process
Stakeholder Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!
Responsibilities
In this role, you will:
* Be part of a dynamic team with interesting projects.
* Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support.
* Attend professional development sessions, informational sessions, networking and community service events.
* Have a dedicated manager and program manager to help you navigate the bank and the internship program.
* Be assigned a project, designed to improve a specific process or solve a problem that you will present at the close of the internship.
* Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship
Internship dates: 5/27/2026 - 7/31/2026
Qualifications
Required qualifications:
* High School Diploma or GED and 1 year of experience
* Currently enrolled at an accredited collegiate institution (during the time of the summer program)
* Ability to work 40 hours per week during the duration of the program
Preferred qualifications:
* 3.0 minimum GPA
* Strong desire to learn and grow
* Possess a positive attitude, naturally curious and enjoys collaborating with others
* Strong verbal and written communication skills
* Critical thinking skills
* Ability to multitask
* Ability to adapt and adjust priorities based on business needs
* Ability to take direction and absorb information quickly
The base pay for this position is generally between $18.00/hr and $22.00/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************