Information Management Analyst

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⠀organization.

JOB DESCRIPTION:

This job⠀is⠀responsible⠀for⠀moderately⠀complex⠀activities⠀supporting⠀the⠀assignment,⠀sourcing,⠀gathering,⠀furnishing⠀and⠀movement⠀of⠀financial⠀and client⠀information⠀and data.⠀Key⠀responsibilities⠀include⠀fund⠀setup,⠀client⠀identification⠀data,⠀pricing,⠀and cost⠀basis⠀reporting.⠀Job⠀expectations⠀include⠀providing⠀quality⠀service⠀and⠀effective⠀operations⠀support⠀for⠀internal⠀business⠀partners⠀and⠀external⠀clients

Line⠀of⠀Business⠀Job⠀Description:

As⠀part of⠀Client⠀Identification⠀and⠀Monitoring⠀Operations⠀supports⠀the Client⠀Identification⠀Program⠀(CIP) for⠀Domestic⠀Merrill⠀Lynch⠀clients as⠀well as⠀the⠀overall WM⠀Customer⠀Due⠀Diligence⠀(CDD)⠀Program⠀supporting⠀the firm's⠀compliance⠀with the⠀US PATRIOT⠀ACT. This⠀team is⠀also⠀responsible⠀for the⠀review and⠀decisioning⠀on CIP and⠀CDD alerts⠀received⠀daily. In⠀addition,⠀CIM Ops⠀also⠀support⠀the⠀process⠀for⠀Account⠀Closure⠀Recommendations⠀for all of⠀WM.

RESPONSIBILITIES:

• Performs⠀moderately⠀complex⠀activities⠀supporting⠀the⠀assignment,⠀sourcing,⠀gathering,⠀furnishing⠀and⠀movement⠀of⠀financial⠀and client⠀information⠀and data⠀according⠀to the⠀established⠀guidelines⠀and⠀procedures
• Responds⠀to⠀moderately⠀complex⠀client⠀inquiries⠀via⠀numerous⠀channels⠀to support⠀operational⠀efficiency⠀and⠀quality⠀client⠀service
• Reviews⠀and⠀approves⠀required⠀account⠀documentation
• Identifies⠀risk and⠀opportunities⠀for⠀process⠀improvement⠀based on⠀an⠀understanding⠀of how the⠀work⠀impacts⠀other⠀operational⠀units
• Maintains⠀knowledge⠀of⠀operational⠀processes⠀and⠀assists in⠀training⠀less⠀experienced⠀team⠀members
• Role⠀is⠀responsible⠀for⠀reviewing⠀client⠀data that⠀cannot be⠀verified⠀by a⠀third-party⠀vendor in⠀accordance⠀with the⠀Customer⠀Identification⠀Program.
• Processes⠀routine/standard⠀alerts⠀(via⠀applications⠀and email)⠀to⠀appropriate⠀front line⠀unit (FLU)⠀according⠀to⠀established⠀procedures⠀and⠀prescribed⠀processes.
• Daily⠀responsibilities⠀will cover⠀one or⠀more⠀operations⠀functional⠀areas such⠀as:⠀Reviewing⠀Initial⠀Report,⠀Sending⠀out⠀Alerts,⠀Responding⠀to Email⠀Requests
• Provides⠀quality⠀service⠀and⠀effective⠀and⠀efficient⠀operations⠀support⠀for the⠀assigned⠀areas,⠀internal⠀business⠀partners⠀and/or⠀external⠀customers⠀and⠀clients.

REQUIRED QUALIFICATIONS:

• Strong⠀communication⠀skills -⠀ability to⠀interact⠀with⠀various⠀band⠀levels
• Attention⠀to⠀detail
• Ability⠀to learn⠀quickly
• Proficient⠀with⠀Microsoft⠀Excel
• Strong⠀analytical⠀skills
• Strong⠀relationship⠀building⠀skills
• Strong⠀problem⠀resolution⠀skills
• Organized⠀with the⠀ability to⠀prioritize
• Self-motivated
• Ability⠀to⠀multitask
• Excellent⠀customer⠀service/interpersonal⠀skills

SKILLS: