Investments Asset Transfer Processor - Chandler, AZ

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

• 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

• 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

• 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