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Research & Adjustments Representative III - 1st Shift

AT Bank of America
Bank of America

Research & Adjustments Representative III - 1st Shift

Dallas, TX

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.

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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.

Line of Business Description

Investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition. Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity of the department's case management system and financial controls. May provide support to and train other researchers within the department. Performs all the functions required at the Research & Adjustments Representative III level and may act as a lead and workflow coordinator. Provides direction and guidance to less experienced department researchers.

Schedule: Monday through Friday 7:00am to 3:30pm

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:

  • 2+ years of Check Operations Experience
  • Highly organized with strong attention to detail and accuracy.
  • Strong typing proficiency.
  • Excellent time management and prioritization skills, with ability to meet deadlines.
  • Strong operational business acumen.
  • Self-starter/Self-Motivator.
  • Exhibit excellent verbal, written communication, and interpersonal skills.
  • Demonstrate the ability to multi-task, strong attention to detail.
  • Effective communication
  • Adhering to production standards and service level agreements.
  • Consistently meets established performance standards on all job assignments.

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

Client-provided location(s): Dallas, TX, USA
Job ID: BankOfAmerica-JR-25029898
Employment Type: Full Time

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
  • 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