Job Description: Description The Money Movement Operations Specialist is responsible for the review and approval process of retirement and retail distribution requests for Consumer Investments. Document control reviews are completed for both verbal and written transaction requests. Types of distribution and disbursement requests include, but are not limited to wires, journal entries, checks, register and ship, broker transfers, and BOFA to Merrill. This role requires subject matter expertise to perform reviews within established processing deadlines, proactively engage clients to ensure their needs are met, and provide superior service through expert knowledge and judgment. Assists management with process improvements and strategic initiatives designed to enhance client experience. Willingness and ability to cross-train and provide support across the division as business needs require, ensuring operational continuity, enhancing team collaboration, and delivering seamless client experience. Required Skills Review and approve retail and retirement transactions Anticipate and mitigate financial risk, fraud and AML violations based on the nature and characteristics of each transaction Monitor and address risk associated with all transactions by reviewing account activity and history messages in each transaction Monitor and process requests coming through the various email boxes Review phone calls and perform manager callouts on high-risk withdrawals and disbursements prior to approval. Review and process both verbal and written transaction requests. Ensure adherence to approval procedures, demonstrating strong attention to detail and the ability to appropriately identify and escalate issues. Conduct ongoing reviews of policies and procedures to ensure all functions are properly documented and compliant. Minimum Performance Management Rating of Meets/Meets. Strong communication and interpersonal skills Ability to de-escalate and properly handle elevated problem resolution requests Good organizational and time management skills Ability to collaborate with internal business partners Ability to function in a fast-paced environment while maintaining composure and sound business judgment Willingness and ability to cross-train and provide support across the division as business needs require, ensuring operational continuity, enhancing team collaboration, and delivering a seamless client experience. Demonstrated ability to learn new processes and quickly adapt to changing business priorities. Desired Skills At least 1 year of experience in Investment Money Movement Customer service experience Operations processing experience Ability to effectively manage multiple priorities in a fast-paced environment College degree preferred Knowledge of Interact / CEW / LexisNexis / NICE / CMC / SRP / NSG Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $25.00 - $32.77 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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. 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. Getting started 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. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Consumer Investments Money Movement Recon & Resolution Representative - Pennington, NJ.

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