Information Management Consultant

Jacksonville, FL, United States

Information Management Consultant page is loaded Information Management Consultant Apply locations Jacksonville Charlotte Dallas Chandler Pennington time type Full time posted on Posted 6 Days Ago job requisition id 24016295 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. 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.

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!

Job Description:

This job is responsible for complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise.

The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for WMO, inclusive of regulatory exams, inquiries, audits, risk reviews & remediation, audit issue portfolio, regulatory reporting, general ledger account maintenance, exposure reporting and complaints.

The Process Control and Reporting Services Team within Business Controls is responsible for Broker Dealer Separation Oversight, Identify & Access Management Governance, Global Records Management, Medallion Stamps, Exposure Reporting, General Ledger Account Maintenance, and Annual Audit Support for Private Bank depository locations.

The Information Management Consultant within the Process, Control, and Reporting Services Team is responsible for exposure and management reporting, system entitlement reviews, monitoring of US Trust daily collateralization, and various US Trust and Merrill Lynch internal account processes. This includes ensuring all exposure data is reported completely and accurately on a daily and monthly basis to Regulatory Reporting as well as maintaining Capital Charge and Reserve totals at or below established targets.

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services, and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates.

This role typically requires 3+ years of experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Required Skills:

3+ years of relevant business experience

Ability to execute and deliver results with minimal supervision

Proven analytical mindset and quantitative capabilities, with some experience working with large data sets

Flexibility with ability to handle a variety of tasks and projects independently

Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls

Strong relationship management skills to foster a collaborative working environment

Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities

Exceptional attention to detail and the ability to hold others accountable without direct supervision

Proven ability to provide comprehensive solutions to complex needs and/or problem

Experience with process improvement and proven ability to analyze a process and make recommendations for change

Demonstrate critical thinking and intellectual curiosity to drive change

Desired Skills:

Proficient with SharePoint, PowerPoint & Process Owner Portal (POP)Consistently works well with business partners to understand asks and drive conversations and results on initiatives/deliverables.

Regularly displays a willingness to assist and helps in the completion of business deliverables.

Continually displays patience and support in adapting to business and staffing changes.

Understands big picture, quickly adapts and implements changes.

Effectively communicates across all band levels (inclusive of executives and senior leaders) to ensure compliance with regulations and enterprise standards.

Responsibilities:

• Performs complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk

• Drives execution of complex financial and non-financial client transactions

• Supports process improvements, requirements, and initiatives across multiple stakeholders

• Performs quality assurance reviews, testing and training to ensures high performance accuracy of performance metrics and quality standards

• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Reviews and updates procedures as needed to ensure they are accurate and up-to-date

Minimum Education Requirement: Null

Shift:

1st shift (United States of America) Hours Per Week:

40 Similar Jobs (1) Health Benefit Solutions Quality Assurance and Risk Analyst locations Pennington time type Full time posted on Posted 6 Days Ago

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Regardless of the position you are interested in, the starting points to building your resume are the same:

1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.

2. Think about why you can do the job and make a list of your skills that are relative to the job.

3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.

4. Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

• Do be brief. Resumes should be 1-2 pages in length.

• Do be upbeat and active in your wording.

• Do emphasize what you have done clearly and concretely.

• Do be neat and well organized.

• Do have others proofread and critique your resume. Spell check. Make it error free.

• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.

• Don't be dishonest, always tell the truth about yourself in the most flattering light.

• Don't include salary history or requirements.

• Don't include references.

• Don't include accomplishments that do not support your professional goals.

• Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)

• Don't use italics, underlining, shadows or other fancy treatments.

Seven steps to a successful interview

1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?

2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?

3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.

4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.

5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.

6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.

7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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