Job Description: 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! Job Description: 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. Line of Business Job Description: The Senior Operations Analyst (PSPL) helps develop, implement, and communicate new or updated processes across the organization. The role works with subject matter experts and leadership, identifies risks, and resolves operational exceptions. The ideal candidate has strong communication skills, attention to detail, and the ability to work independently on small-scale projects. Previous check processing experience is highly desired. Work schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m. The standard schedule is three days in the office and two days remote, based on business needs. As this role includes training responsibilities, additional in-office presence may be required to conduct training and perform related tasks. During the training period, employees may also be required to work in the office five days per week. Responsibilities: Leads implementation for products, services, and operational solutions Manages the design, documentation, implementation, and monitoring of new products and services Consults on procedural, technical, and operational changes Advances business products knowledge within operations environment Fosters relationships with partners and teammates Inspects data to identify issues and trends Presents reporting on key performance and implementation status Roll out new or updated processes across teams and make sure they're adopted. Prepare, coordinate, and deliver training to staff on processes and procedures. Collaborate with subject matter experts and leadership to review and maintain procedures. Gather and present process context and documentation to leaders at various levels. Review and resolve requests and exceptions using established procedures. Handle various ad hoc tasks and provide process-related support as needed. Draft clear, accurate procedures in alignment with industry laws, rules, and regulations. Identify and communicate operational risks across functional areas. Work independently on tasks and projects of limited scope with minimal supervision. Required Qualifications: Check Processing Experience: 2–3 years of check processing experience preferred, including familiarity with check processing workflows, systems, and regulatory requirements. Check Storage/Retention Experience: at least 1 years of check storage/retention experience preferred, including familiarity with check processing workflows, systems, and regulatory requirements. Knowledge of Rules, Laws, and Regulations: Understanding of check processing and adjustment rules, laws, and applicable industry regulations (e.g., Reg CC, UCC, and Reg J). Microsoft 365 Proficiency: Strong working knowledge of Microsoft 365 applications, including Excel, Word, PowerPoint, Outlook, and Teams. Process Implementation: Proven ability to support the rollout of new or updated processes, including change communication and adoption strategies. Training Development and Delivery: Skilled in preparing, coordinating, and delivering training sessions tailored to different audiences and learning styles. Collaboration with Subject Matter Experts (SMEs): Experience coordinating and facilitating procedure reviews with SMEs and leadership to ensure accuracy and alignment. Contextual Analysis and Communication: Ability to gather, synthesize, and present contextual insights on processes and procedures to leaders at multiple organizational levels. Project and Problem-Solving Skills: Able to work independently on projects or problems of limited scope, showing initiative and effective prioritization. Procedure Development: Strong skills in creating and drafting new procedures with sound judgment, ensuring compliance with industry laws, regulations, and best practices. Risk Identification: Demonstrated ability to proactively identify and assess risk at all levels, with attention to regulatory and operational impact. Communication and Interpersonal Skills: Excellent written and verbal communication skills, with the ability to influence, educate, and collaborate across departments. Attention to Detail: High level of accuracy in documentation, training materials, and procedural updates. Adaptability: Comfortable working in a dynamic environment with evolving priorities and requirements. Skills: Attention to Detail Monitoring, Surveillance, and Testing Policies, Procedures, and Guidelines Management Regulatory Compliance Written Communications Adaptability Business Acumen Continuous Improvement Critical Thinking Process Mapping Change Management Consulting Data Management Reporting Research Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

more at bankofamerica.com.

25 Oct, 2026

bankofamerica.com

Fiduciary Tax Team Lead

Senior level
Finance & Legal

Location not stated

Salary not listed

more at bankofamerica.com.

Fiduciary Tax Team Lead

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