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. 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.
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Job Description:
This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.
Responsibilities:
- Performs onboarding and maintenance of accounts and reviewing required account documentation.
- Responds to client inquiries via numerous channels to support operational efficiency and quality client service
- Performs basic research, follow-up and resolution of routine research requests
- Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
- Provides general operational support including handling inbound calls, mail sorting, and mail distribution
- Reviews and approves required account documentation
Skills:
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Attention to Detail
- Collaboration
- Written Communications
- Prioritization
- Recording/Organizing Information
- Result Orientation
Business Description:
Banking Onboarding & Maintenance serves as a "virtual financial center" for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.
Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service. Generally, one year or more experience is preferred.
Skills:
- Proficient PC skills including Microsoft Office applications - ability to type proficiently is a must
- Communicate effectively including excellent listening skills and professional phone/email etiquette
- Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process
- Demonstrate a proven ability to navigate multiple systems simultaneously
- Capable of multitasking and working efficiently in a high productivity environment
- Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
- Proven history of effective ownership and accuracy
- Possess the ability to work independently while effectively managing and finding resolution to complex situations
- Strong problem-solving skills/analytical skills
- Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
- Exhibit professionalism in all situations
- Proven in-depth research skills
- Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and Private Bank clients
- Knowledge or experience with banking regulations and banking systems
- Knowledge of bank policies, procedures, and Core Values
Shift:
1st shift (United States of America)
Hours Per Week:
40