Account Management Ops Representative

Account Management Ops Representative

Chandler, Arizona;Jacksonville, Florida

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.

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!

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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the “EEO is the Law” poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the “EEO is the Law” Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.