Bank Of America GWIM Senior Operations Representative 

Cayman Islands, Propose Queens Jubilee City Limit (Study Area) 

422240714

This job is responsible for standard transaction processing, reconciliation, data management and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient administration and operations support for internal business partners and/or external clients. Job expectations include operating with maturity and independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs transaction processing and reconciliation according to the established guidelines and procedures

• Responds to client inquiries through numerous channels to support administrational and operational efficiency and quality client service

• Performs research, follow-ups, data collection and resolution of routine research requests

• Monitors, manages and track client transactions and related responsibilities according to guidelines and procedures

• Monitors, manages and track vendor bills

• Identifies potential issues in daily administrational and operational tasks and escalates risk concerns, as appropriate

• Provides general administrational and operational support including handling inbound calls, mail sorting, mail distribution

Skills:

• Proactive and attention to details

• Problem-solving Skills

• Analyze data from trackers and make informed decisions

• Knowledge of Cayman Islands Banking and AML Regulations and Compliance

• Proficiency in relevant software and financial tools

• Business Operations Management

• Customer Service Management

• Prioritization

• Reporting

• Data Collection and Entry

• Data and Trend Analysis

• Organizational Effectiveness

• Process Management

• Quality Assurance

• Customer and Client Focus

• Oral Communications

• Research Analysis

• Strong Written Communications and interpersonal skills