Research & Adjustment Representative III - 1st Shift
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 resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include investigating daily incoming research and adjustment inquiries, resolving differences, answering service requests and inquiries received from various channels, determining accounting entries, and making appropriate disposition. Job expectations include handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off.
Schedule: Monday -Friday / 8am-4:30pm
Responsibilities:
- Assists peers and leadership with resolving complex, time sensitive exceptions
- Handles escalations received from business partners by providing clean concise communication through email and phone
- Contributes to improving process efficiencies by supporting the review and validation of departmental procedures
- Performs routine or complex account maintenance depending on client account type
- Maintains high-volume portfolios
- Documents actions taken on behalf of the client
Required Qualifications:
- 1+ year Prior Banking Center Teller experience
- 6 months or more Working knowledge of Assist Customer Transaction
- Working knowledge of Credit Card Cash Advance / Merchant Services
Desired Qualifications:
- Basic understanding of the Teller Cash Exception (TCE) end to end process
- Basic understanding of upstream/downstream business partner processes (i.e. Returns/Exceptions, Research and Adjustments, Official items, Bankcard, Proof, R&A, OD Services, etc.)
- Strong MS Office suite skills (Word, Excel, PowerPoint, Outlook)
- Exposure to TCE systems such as Teller Exceptions Balancing System (TEBS), Financial Data Entry System (FDES), Image View, Content Navigator, eLedger, etc
- Image processing knowledge
Skills:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Pipeline Management
- Research
- Active Listening
- Decision Making
- Problem Solving
- Written Communications
- Adaptability
- Collaboration
- Risk Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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