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Portfolio Manager – Wholesale Lockbox, Unclaimed Property Operations
Bank of AmericaPortfolio Manager overseeing strategic initiatives in wholesale lockbox and operations. Leading change projects with a focus on business outcomes and risk management.
About the role
Key responsibilities & impact- Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
- Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
- Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
- Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
- Manages strategies and controls to address policy, technology, environmental, and operational gaps
- Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
- Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement
Requirements
What you’ll need- 5+ years of project management experience including process improvement/re-engineering in the Agile project methodology for both processes only and/or technology change efforts
- Knowledgeable in bank operations and applies this information to program and projects effectively
- Actively applies a risk and control mindset to how projects are executed
- Ability to mentor and coach others on Bank of America change management expectations
- Demonstrated proficiency in Microsoft 365 tools, with strong expertise in PowerPoint and Copilot for creating high-quality, impactful presentations and content
- Exceptional presentation and communication skills, with the ability to confidently deliver engaging, polished presentations to diverse audiences
- Influences and negotiates across a wide variety of stakeholders
- Leverages analytical and critical thinking skills to solve both simple and complex problems
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementprocess improvementAgile methodologyrisk managementbank operationsanalytical skillscritical thinking
Soft Skills
mentoringcoachingpresentation skillscommunication skillsinfluencingnegotiation