Investments Asset Transfer Processor - Chandler, AZ
Bank of America
Remote
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!
Enterprise Job Description:
This role is responsible for processing intake requests, owning cases from beginning to completion, and following up with clients and home office associates. Individuals in this role provide end-to-end white-glove service ownership with point-of-call resolution, partnership, research and proactive support for the home office teams. The team handles on-boarding, funding, ongoing service, product and sales support inquiries across the Merrill suite of products. Experts will be responsible for demonstrating the highest standard of service for every associate interaction.
Responsibilities:
Acts as the expert for front-line associates and, at times, clients, in regard to Merrill products, services, and operational processes
Handles complex issues related to Merrill services and products
Provides approvals to resolve customer inquiries and escalations
Focuses on risk mitigation and policies and procedures to ensure exceptions and approvals are within appropriate guidelines
Required Qualifications:
Strong client service
Ability to multi-task and independently prioritize his/her workload
Demonstrate a cooperative and professional work attitude
Capable of multitasking 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, focusing on partner/client needs, problem resolution, and service/product knowledge
Demonstrate excellent verbal, written, and listening skills
Understand and demonstrate cultural awareness, integrity, and the ability to work as part of a team
Desired Qualifications:
Operations processing experience
Customer Service experience
Experience with money movement transactions
Ability to multi-task
Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
Able to adapt to changing environment while meeting metric requirements
Apply sound judgment in making decisions
Skills:
Account Management
Adaptability
Customer and Client Focus
Data Collection and Entry
Process Effectiveness
Active Listening
Continuous Improvement
Customer Service Management
Data Quality Management
Result Orientation
Attention to Detail
Business Operations Management
Business Process Analysis
Critical Thinking
Process Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40