Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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.

Line of Business Description:

After a client sends an onboarding or maintenance request through our internal systems, the Private Bank Banking Onboarding & Maintenance team confirms the documents are in good order, opens or updates account information per the request, and initiates required communications. This team completes a high volume of work within the same day up to 24 hours.

Responsibilities:

• Performs onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information
• Finds criteria to approve/decline the request for account opening according to the established written guidelines and procedures
• Researches and resolves data errors by applying procedures and engaging support partners when needed
• Responds to internal business partner inquiries related to service requests via email and escalates more challenging issues to leadership as needed
• Independently manages a case load of onboarding or maintenance requests, by prioritizing tasks according to due dates and other factors to ensure prompt completion of work
• Develops an understanding of the process flow from start to finish, including the purpose of key steps, basic process controls, and how their work connects to upstream and downstream activities within the immediate work group

• Minimum 6 months' experience, studies, or knowledge in operations, banking, account management and
  
  customer service
• Basic understanding of account opening process and policies
• Experience finding and resolving data inconsistencies in highly detailed client provided documents and internal bank systems
• Experience following standard operating procedures
• Experience interacting with partners via email and chat

• Financial Center experience
• Experience handling heavy caseloads and executing tasks within the same day up to 24 hours
• Experience using Microsoft Excel to analyze data, create lists and track results
• Experience using multiple systems and applications to complete individual tasks accurately and efficiently
• Ability to apply knowledge to improve processes

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Attention to Detail
• Collaboration
• Written Communications
• Prioritization
• Recording/Organizing Information
• Result Orientation