Medallion Support Specialist - Financial Center Operations Support Team
Company: Disability Solutions
Location: Chandler
Posted on: October 9, 2024
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Job Description:
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!Medallion Support Specialists are responsible
for providing Medallion Signature Guarantee stamps to Bank of
America and Merrill clients for situations including third party
transfers, ownership changes and account updates. Associates are
expected to process an intake request, handle and own cases to
completion, and follow up with clients and financial center
associates on latest status. Specialists are expected to provide
end to end white glove service ownership with point of call
resolution, partnership, research, and proactive support. This
enhanced service model is built to align with business needs and
financial center goals which drive sales, associate/client
satisfaction, and efficiencies. Each associate provides full
accountability, ownership, and coaching opportunities which builds
powerful relationships with the financial center associate. The
team is responsible for demonstrating the highest standard of
service for every interaction.Responsibilities/Position Summary---
Provide Financial Center associates with accurate information by
keeping abreast of Medallion procedures--- Deliver complete and
concise explanations to inquiries made via inbound calls---
Effectively resolve associate questions and research requests while
proactively identifying additional needs and opportunities to
enhance the relationship--- Provide point of call resolution for
issues--- Demonstrate excellent verbal, written and listening
skills, knowledge of products and services, integrity and ability
to work as part of a team--- Foster collaborative relationships
within and across business units--- Understand and demonstrate
cultural awareness--- Demonstrate and verbalize empathy---
Anticipate and understand client needs--- Provide end to end
ownership and follow up for Medallion stamp requests in a case
management capacity--- Interface with associates and clients for
intake, follow up, and general information about the programWe do
not hire to specific shifts and candidate must be flexible. Our
hours of operation are Monday - Friday 8:00 AM to 8:00 PM (Est) and
Saturday 8:00 AM - 5:30 PM (Est). Saturdays are rotational and
typically once every 6 weeks.Required Qualifications:--- Strong
client service skills--- Ability to multi-task and independently
prioritize his/her workload.--- Demonstrate a cooperative and
professional work attitude--- Capable of multi-tasking and working
efficiently under stress and high volume--- Strong organizational,
time management and teamwork skills--- Strong analytical,
negotiation and problem-solving skills--- Attention to detail and
follow through on assignments--- Deliver high quality partner
support stressing partner/client needs, problem resolution, and
service/product knowledge--- Demonstrate excellent verbal, written
and listening skills--- Understand and demonstrate cultural
awareness, integrity and ability to work as part of a teamDesired
Qualifications:--- Customer Service and/or call center experience
preferred--- Knowledge of Bank of America or Merrill systems,
products and applicationsEnterprise Job Description:This job is
responsible for providing quality service and efficient operations
support for the assigned areas, internal business partners, and
external customers and clients. Key responsibilities include
providing clients with accurate information by keeping abreast of
procedures and demonstrating the ability to provide complete and
concise explanations to inquiries made from all levels of
personnel. Job expectations include focusing on more complex
processes.Responsibilities:
Keywords: Disability Solutions, Sun City , Medallion Support Specialist - Financial Center Operations Support Team, Accounting, Auditing , Chandler, Arizona
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