Commercial Treasury Operations – Sweep Operations

Bank of America

Senior Operations Analyst responsible for resolving daily banking issues, analyzing trends, and improving processes. Focused on Automated Investment product and customer interactions via email and phone.

Posted 6/10/2026full-timeFort Worth • Arizona, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit.
Key responsibilities include building new procedures, completing complex non-routine analytics, creating reports, and reviewing exception testing and processing.
Job expectations include supporting continuous improvement of processes by identifying trends and understanding the operations environment.
The Senior Operations Analyst will be responsible for reviewing and processing all work for the Automated Investment (Sweep) product including the high-risk process of the Mutual Fund Trades, wires, and financial entries.
1099, 1042 reporting and Form W-9 and W-8 validation is heavily emphasized.
The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel.
Responsible for reading, analyzing and/or determining the appropriate handling and resolution of requests.
Will work with internal and external business partners/clients to provide resolution to inquiries, issues, and/or technical support.
Candidate will be responsible for processing/verifying account set ups, maintenance for Sweep.
Other responsibilities include assigning incoming work, assisting with audit reviews, regulatory reporting, gathering statistical information and producing monthly reports.
Conduct simple/complex research and provide timely responses to inquiries by utilizing the various bank systems to support client requests.
The candidate must actively support a team environment and quickly shift priorities while focusing on the needs of our customers while maintaining an organized approach to managing daily activities and simultaneously handling multiple demands to achieve optimal efficiency and productivity.
Provides guidance to associates within own unit regarding procedural, technical and/or operational changes.

Requirements

What you’ll need

Individuals typically have 2 to 4 years of experience in banking and/or treasury management services
Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
Ability to analyze and resolve customer inquiries.
Previous positions must have included solid customer contact
PC proficiency - experience with all Microsoft Office applications, particularly Excel
Strong business partnering and relationship management skills
Self-motivated; able to work unsupervised
Strong time management and task prioritization skills with the ability to manage their own time and tasks
Able to ask critical questions to identify opportunities
Working knowledge of tax forms
Working knowledge of 1099’s / 1042’s

Benefits

Comp & perks

affordable, competitive and flexible benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

analyticsreportingexception testingfinancial entriestax forms10991042W-9 validationW-8 validationaccount maintenance

Soft Skills

communicationcustomer servicetime managementtask prioritizationrelationship managementself-motivatedteam collaborationproblem-solvingorganizational skillsadaptability