Financial Data and Reporting Ops Analyst

Job Description:

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 a diverse and 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.

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 handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

This analyst role is in Consumer Tax Operations. Analysts will validate, classify & solicit tax documents for consumer clients and review specialty exception reports to provide compliance directed by regulatory and internal bank polices.  All functions require adherence to IRS and bank guidelines which can involve penalties and fines for non-compliance. Analysts will support Financial Centers, Front Line employees and clients through written communication and phone contact on a daily basis. 

Responsibilities:

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
• Performs routine analytics, report creation, and exception processing
• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
• Provides quality service and support for internal business partners and external clients

Skills:

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Required Skills:

• Minimum 1 year bank operations, financial center or equivalent experience.
• Must be detail oriented, an independent thinker, and able to handle multiple functions concurrently while following related laws, rules, regulations & procedures to effectively deliver optimal performance and balance production & accuracy with timeliness.
• Ability to handle incoming phone calls related to the line of business functions while following policy standards related to caller authentication and complaint capture. 
• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status while processing documents and handling inbound calls.
• Must have strong written and verbal communication skills to communicate effectively with customers and partners to provide comprehensive, clear and concise information.
• Able to work independently or as part of a team.
• Takes ownership to proactively identify opportunities to enhance customer experience or improve processes.
• Proficient with Microsoft Office tools (Outlook, Excel, Skype, etc.).
• Must be able to accommodate an 8 hour work schedule between the hours of 6:00 a.m. to 5:00 p.m., Monday – Friday and work overtime during the high volume season which may include weekends.

Desired Skills:

• Bi-lingual in Spanish

Shift:

Hours Per Week: