Account Management Ops Representative
Company: Disability Solutions
Location: Chandler
Posted on: October 9, 2024
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!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 documentationSkills:
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Attention to Detail
- Collaboration
- Written Communications
- Prioritization
- Recording/Organizing Information
- Result OrientationBusiness 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
ValuesShift:1st shift (United States of America)Hours Per Week:
40
Keywords: Disability Solutions, Sun City , Account Management Ops Representative, Executive , Chandler, Arizona
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