Account Management Ops Representative

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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

LOB Job Description:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.  

Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal name(s), address, product type, beneficiaries and other account attributes such as Power of Attorney.
Merrill Banking Onboarding & Maintenance serves as a “virtual financial center" for Merrill clients with Bank of America bank accounts as well as Merrill clients that will be new to bank. Our group opens deposit account on behalf of our advisory partners. ​

Required Skills:

• Quick learner
• Detail oriented and able to research and resolve complex issues
• Highly organized with strong attention to detail and accuracy
• Excellent time management and prioritization skills, with ability to meet deadlines
• Excellent oral and written communication skills
• Possess solutions focused skills
• Proficient PC skills including Microsoft Office applications & Outlook – ability to type proficiently is a must
• Communicate effectively including excellent listening skills and professional email etiquette
• Demonstrate a proven ability to navigate multiple systems simultaneously
• Capable of multitasking and working efficiently in a high productivity environment
• Strong problem-solving skills/analytical skills
• Self-starter
• Risk-based decision making skills
• Strong interpersonal relationship skills and ability to work in a team-based environment
• Ability to efficiently manage an email queue

Desired Skills:

• Excellent work ethic
• Ability to adapt quickly to change
• Able to work weekends/overtime when needed

Shift:

Hours Per Week: