Sr Operations Team Lead
Bank of America · Addison, TX · 3 days ago
ManagementFull-time
We need to output HTML fragment with sections: About the role? The description includes intro about Bank of America mission etc. That could be "About the role" or maybe "About the company". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Intro about Bank of America mission, culture, etc. Could be "About the role" or maybe "About the company". The example headings include "About the role". We'll use that.
- Responsibilities: there is a list of responsibilities (multiple bullet-like sentences). We'll put
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Intro about Bank of America mission, culture, etc. Could be "About the role" or maybe "About the company". The example headings include "About the role". We'll use that.
- Responsibilities: there is a list of responsibilities (multiple bullet-like sentences). We'll put - .
- Managerial Responsibilities: could be part of Responsibilities or separate? Might be considered responsibilities as well. Could combine under Responsibilities.
- Required Skills: list of skills/experience. Could be "Requirements" or "Qualifications". The headings list includes Requirements, Qualifications, Skills. We have Required Skills and Desired Skills and Skills list. We'll need to decide.
We have Required Skills (experience, knowledge, etc.) and Desired Skills (proactive approach, etc.) and then a list of Skills (Leadership Development, etc.) maybe those are competencies.
We could have sections: Requirements (covers Required Skills), Qualifications (maybe education), Skills (list of competencies). But we must not create sections with filler. We have actual content for Required Skills, Desired Skills, and Skills list. So we could have:
- Requirements (covers Required Skills)
- Qualifications (maybe Bachelor's degree)
- Skills (list of competencies)
But we also have Desired Skills; could be part of Requirements or separate "Preferred Qualifications". Not in heading list but we could still use "Requirements" to include both required and desired? The instruction: use headings from list, but we can also use other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate. So we can use Requirements for required skills, Qualifications for education, Skills for the list of competencies. Desired Skills could be included under Requirements as "Preferred" or maybe we add a separate section "Preferred Qualifications" but not in list; better to incorporate into Requirements.
Shift and Hours Per Week: we have Shift: 1st shift (United States of America) Hours Per Week: 40. This is schedule info. So we can create a Schedule section with that content.
Pay: not mentioned, so omit.
Benefits: not mentioned specific benefits; only generic mention earlier about benefits but not specific. The instruction: never create Benefits section unless posting actually states them. The posting mentions "affordable, competitive and flexible benefits" but not specific. That's vague; maybe we should not create Benefits section because it's not specific. The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits in general but not specific. I'd argue it's not specific enough; better to omit Benefits.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule.
Now we need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title. Must not include boilerplate like EEO etc. The posting includes some boilerplate at start about mission etc. That's substantive? It's generic but maybe considered boilerplate? It's about company mission; could be considered "About the role". We'll keep it.
We need to remove duplicated lines. There's duplication: "Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward." appears twice. We'll keep only one.
Also duplication of "Job Description:" appears twice at start; we ignore.
Now craft HTML.
Structure:
About the role
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!
Responsibilities
- Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks.
- Identifying, analyzing, and resolving complex problems.
- Ensuring adherence to operations procedures.
- Providing guidance to employees.
- Handling exception requests.
- Referring more complex problems to a senior manager.
- Perform US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
- Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance.
- Service tax related client inquiries and escalations.
- Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.
- Resolves day-to-day problems and executes deliverables within the business unit.
- Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines.
- Manages team workload and provides oversight and direction to team.
- Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
- Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
- Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
- Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
- People Manager & Coach: Knows and develops team members through coaching and feedback.
- Financial Steward: Manages expenses and demonstrates an owner’s mindset.
- Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Requirements
- Four or more years of experience delivering end-to-end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
- Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S.
- Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
- 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 work both independently and collaboratively within cross-functional teams.
- Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
- Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
- Bachelor’s degree or equivalent work experience in a relevant field.
- Desired: Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
- Desired: Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
- Desired: Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
- Desired: Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
- Desired: Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
Qualifications
Bachelor’s degree or equivalent work experience in a relevant field.
But we already included Bachelor's degree in Requirements; maybe we should not duplicate. Better to keep Qualifications separate for education only, and Requirements for experience/skills. Let's adjust: Requirements: experience, knowledge, skills etc. Qualifications: Bachelor's degree or equivalent.
Thus:
Requirements
- Four or more years of experience delivering end-to-end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
- Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S.
- Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
- 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 work both independently and collaboratively within cross-functional teams.
- Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
- Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
- Desired: Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
- Desired: Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
- Desired: Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
- Desired: Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
- Desired: Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
Qualifications
Bachelor’s degree or equivalent work experience in a relevant field.
Skills
- Leadership Development
- Performance Management
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate. So we can use Requirements for required skills, Qualifications for education, Skills for the list of competencies. Desired Skills could be included under Requirements as "Preferred" or maybe we add a separate section "Preferred Qualifications" but not in list; better to incorporate into Requirements.
Shift and Hours Per Week: we have Shift: 1st shift (United States of America) Hours Per Week: 40. This is schedule info. So we can create a Schedule section with that content.
Pay: not mentioned, so omit.
Benefits: not mentioned specific benefits; only generic mention earlier about benefits but not specific. The instruction: never create Benefits section unless posting actually states them. The posting mentions "affordable, competitive and flexible benefits" but not specific. That's vague; maybe we should not create Benefits section because it's not specific. The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state benefits in general but not specific. I'd argue it's not specific enough; better to omit Benefits.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule.
Now we need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title. Must not include boilerplate like EEO etc. The posting includes some boilerplate at start about mission etc. That's substantive? It's generic but maybe considered boilerplate? It's about company mission; could be considered "About the role". We'll keep it.
We need to remove duplicated lines. There's duplication: "Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward." appears twice. We'll keep only one.
Also duplication of "Job Description:" appears twice at start; we ignore.
Now craft HTML.
Structure:
About the role
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!
Responsibilities
- Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks.
- Identifying, analyzing, and resolving complex problems.
- Ensuring adherence to operations procedures.
- Providing guidance to employees.
- Handling exception requests.
- Referring more complex problems to a senior manager.
- Perform US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
- Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance.
- Service tax related client inquiries and escalations.
- Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.
- Resolves day-to-day problems and executes deliverables within the business unit.
- Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines.
- Manages team workload and provides oversight and direction to team.
- Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities.
- Maintains internal, operational, and financial controls and works within risk appetite of the business unit.
- Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
- Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
- People Manager & Coach: Knows and develops team members through coaching and feedback.
- Financial Steward: Manages expenses and demonstrates an owner’s mindset.
- Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Requirements
- Four or more years of experience delivering end-to-end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
- Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S.
- Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
- 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 work both independently and collaboratively within cross-functional teams.
- Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
- Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
- Bachelor’s degree or equivalent work experience in a relevant field.
- Desired: Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
- Desired: Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
- Desired: Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
- Desired: Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
- Desired: Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
Qualifications
Bachelor’s degree or equivalent work experience in a relevant field.
But we already included Bachelor's degree in Requirements; maybe we should not duplicate. Better to keep Qualifications separate for education only, and Requirements for experience/skills. Let's adjust: Requirements: experience, knowledge, skills etc. Qualifications: Bachelor's degree or equivalent. Thus:Requirements
- Four or more years of experience delivering end-to-end tax reporting in support of Global Markets, Trade Finance, and Commercial Credit products, including complex transaction flows.
- Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042-S.
- Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting.
- 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 work both independently and collaboratively within cross-functional teams.
- Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
- Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions, and status updates to stakeholders.
- Desired: Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions.
- Desired: Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward.
- Desired: Displays a willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
- Desired: Actively participates in and drives initiatives to enhance tools, technology, and ways of working to better support an evolving client base.
- Desired: Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally.
Qualifications
Bachelor’s degree or equivalent work experience in a relevant field.
Skills
- Leadership Development
- Performance Management