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 moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Line of Business Job Description:

Legal Order operations is an area with significant legal and reputational risk that processes third party civil legal matters relating to levies, garnishments, temporary restraining notices, as well as subpoenas served on the bank for civil matters directed to Merrill and BANA when there is a Private Bank relationship.

Responsibilities:

• Processes third party subpoenas served on the bank for civil matters
• Act as a liaison to prepare witness for depositions
• Restrict client accounts due to Attachments received
• Review complex legal documents and log key information for bank records responsive to the subpoena.
• Review of documents includes ability to apply state and federal laws to maintain compliance with proper service, customer notification requirements
• Role requires ability to navigate dozens of systems to research and acquire responsive documents
• Interaction with state and government agencies, and attorneys to negotiate scope, court appearances, and reasonable due dates for delivery.
• Advanced organizational skills to maintain a large caseload with multiple moving parts.
• Accurately interprets legal documents
• Manages Caseload effectively
• Submits timely accurate responses to legal matters
• Communicates effectively with external third parties
• Makes decisions with minimal support
• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members

Required Qualifications:

• Demonstrated ability to research, identify, and retrieve responsive documents across a variety of banking products, systems, and platforms.
• Excellent written and verbal communication skills, including the ability to tailor communications to diverse audiences, actively listen, and provide timely follow-up and status updates.
• Strong attention to detail with a proven track record of delivering accurate and complete work product within required deadlines
• Strong analytical, problem-solving, and decision-making skills, with the ability to leverage research, past experience, and available resources to develop effective solutions.
• Proven ability to adapt to changing priorities, manage multiple projects simultaneously, and embrace new processes that improve efficiency and effectiveness.
• Self-motivated with a demonstrated ability to work independently, exercise sound judgment, and require minimal supervision while maintaining a collaborative team mindset.
• Professional demeanor with a strong client-service orientation, demonstrating patience, composure, and professionalism when handling sensitive or complex matters.

Skills:

• Account Management
• Attention to Detail
• Customer and Client Focus
• Written Communications
• Analytical Thinking
• Oral Communications
• Prioritization
• Problem Solving
• Collaboration
• Recording/Organizing Information
• Research
• Result Orientation

Shift:

Hours Per Week: