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.
Want more jobs like this?
Get jobs in Tampa, FL delivered to your inbox every week.
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:
The account Management Ops Representative is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with the Merrill Lynch Branch Office, predominately the Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts. This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and FINRA. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
Required Skills:
- Proven decision-making skills, and the ability to effectively manage risk.
- Proven track record delivering for internal and/or external clients.
- Strong organizational and teamwork skills
- Results oriented; driven and ambitious.
- Must be flexible with schedule
- Quick learner and self sufficient
- Demonstrates initiative while working independently
Desired Skills:
- Knowledge of bank policies, procedures, and Core Values.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Perks and Benefits
Health and Wellness
- FSA
- HSA
- On-Site Gym
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
Financial and Retirement
- Performance Bonus
- Company Equity
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Tuition Reimbursement
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program