Research & Adjustments Rep II

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 role is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include maintaining internal operational and financial controls and ensuring that they are observed for all assigned cases. Job expectations include ensuring that all cases are resolved in compliance with industry regulations and bank procedures and financial controls, and escalating matters or issues to leadership to ensure minimum risk occurs.

• Works on daily incoming exceptions and maintains aged exceptions to a minimum
• Enters daily entries through internet based applications
• Performs routine or complex account maintenance depending on client account type
• Maintains high-volume portfolios
• Investigates and resolves issues and requests
• Monitor and review AS400 banknote invoices following standard procedures.
• Ensure assigned online support cases are completed
• Liaise with banknote advisory desk and operations
• Ensure quality service and effective and efficient operations support for internal business partners and external customers
• Prioritize daily tasks to ensure deadlines and deliverables are met
• Identify and implement process improvements
• Resolution and escalation of matched and unmatched trades for Global Banknote Clients
• Liaising with other internal departments to ensure timely resolution of outstanding contracts
• Involvement in ad hoc projects for new processes or industry initiatives

• Post-Secondary education or equivalent experience
• 1-2 years of banking experience an asset
• Commitment to teamwork
• Solid computer skills including Excel and strong analytical skills
• Ability to work independently and achieve daily deliverables
• Demonstrated working knowledge of processes and procedures
• Excellent organizational skills
• Strong attention to detail and accuracy
• Must be willing to work a flexible schedule including statutory holidays