GWIM Sr Operations Rep

Welcome to Bank of America, one of the largest financial institutions in the world. We are looking for a highly skilled and dedicated individual to join our Global Wealth and Investment Management (GWIM) team as a Senior Operations Representative. In this role, you will play a crucial part in our day-to-day operations, ensuring that our clients receive exceptional service and support. We are seeking candidates with a strong background in finance and operations, as well as a passion for delivering top-notch solutions and building lasting relationships. If you are a driven and detail-oriented professional with a commitment to excellence, we encourage you to apply for this exciting opportunity.

1. Provide exceptional customer service to clients, ensuring their needs and inquiries are addressed in a timely and professional manner.
2. Process and manage financial transactions accurately and efficiently, adhering to established policies and procedures.
3. Collaborate with team members to identify and implement process improvements to increase efficiency and productivity.
4. Maintain up-to-date knowledge of industry trends and regulations to ensure compliance and mitigate risk.
5. Build and maintain strong relationships with clients, serving as a trusted advisor and resource for their financial needs.
6. Work closely with other departments and teams to support a seamless and cohesive workflow.
7. Handle confidential information with discretion and maintain strict confidentiality of client and company information.
8. Provide training and guidance to junior team members and assist with their professional development.
9. Utilize various software and systems to accurately track and report on daily operations and transactions.
10. Proactively identify and resolve any issues or discrepancies in a timely manner.
11. Maintain a high level of accuracy and attention to detail in all tasks and responsibilities.
12. Stay updated on new products, services, and procedures within the organization to effectively communicate and promote them to clients.
13. Adhere to all company policies and procedures, including compliance with regulatory requirements.
14. Prioritize and manage multiple tasks and responsibilities in a fast-paced, dynamic environment.
15. Communicate effectively with team members and management to provide updates, share insights, and address any concerns.

According to JobzMall, the average salary range for a GWIM Sr Operations Rep in Pasadena, CA, USA is $49,000 - $67,000 per year. This range may vary depending on factors such as experience, education, and job duties.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.