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.
Want more jobs like this?
Get jobs in Chandler, AZ delivered to your inbox every week.
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 moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
Responsibilities:
- Performs onboarding and maintenance of accounts and reviewing required account documentation.
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
- Performs moderate levels of research, follow-up and resolution of more complex routine research requests
Skills:
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Analytical Thinking
- Attention to Detail
- Collaboration
- Problem Solving
- Prioritization
- Recording/Organizing Information
- Result Orientation
Line of Business 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 and Maintenance Support teams execute manual processes and monitor automated processes to accurately gather and maintain required information that identifies client accounts and assets such as legal names, address, product type, critical event dates, asset descriptions, and beneficiaries.
A successful Account Management Operations Analyst on this team:
- Performs an accuracy, completeness and risk assessment of documentation or client account information and identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures
- Researches and resolves data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed
- Responds to internal business partner inquiries related to errors or reporting via phone and email and escalates more challenging issues to leadership as needed
- Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units
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
Required Skills:
- Oral and Written Communications: The ability to communicate through spoken and written words a via direct conversation or telephonic, email and/or work queues sharing information (i.e., storytelling) that informs and engages the audience.
- Account Management: The ability to provide services and support to clients.
- Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
- Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way.
- Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
- Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
- Recording/Organizing Information: The ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications.
- One year banking experience
- Proficient with Microsoft Office, Outlook, Word and Excel
Desired Skills:
- 1+ year(s) of Legal Document Review (not required)
- Ability to manipulate data using spreadsheets and other similar desktop applications
- Experience, knowledge of or studies related to Finance or Accounting
- An understanding of technology and the ability to incorporate that understanding into process improvements
Shift:
1st shift (United States of America)
Hours Per Week:
40