Operations Lead

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• →Develops and implements procedures to enhance productivity and efficiency and manage business change
• →Serves as an escalation point to resolve broad and complex operational issues
• →Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
• →Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
• →Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships

• Deep understanding of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated expertise in tax documentation validation rules (CRS, Irish DIRT, W8, W9).
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues through structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong interpersonal skills with the ability to manage people and regulatory deadlines.
• Highly organized with strong analytical capabilities and meticulous attention to detail across processes and deliverables.
• Excellent written and verbal communication skills, with the ability to clearly articulate risks, issues, and solutions to stakeholders at all levels of the organization.
• Bachelor’s degree or equivalent work experience in a relevant field.

•Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
• Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
• Demonstrated ability to drive change within teams by influencing stakeholders, fostering a culture of continuous improvement, and leading initiatives that enhance processes, efficiency, and overall performance.

• Business Operations Management
• Drives Engagement
• Process Management
• Process Performance Measurement
• Result Orientation
• Customer and Client Focus
• Planning
• Reporting
• Risk Management
• Talent Development
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations