Investments Money Movement: Service Representative

Investments Money Movement : Service RepresentativeChandler, Arizona

• 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The
• Service Generalist
• is responsible for providing world class service to our Bank of America / Merrill clients and / or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Transaction processing includes entering federal funds wire transfers, 529 College Savings Plan distributions, direct rollovers, and numerous other verbal eligible transactions, while employing a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk / loss to the company. Additional responsibilities include being trained on the knowledge of processing requests via paperwork submitted when segment volumes require support.
• Required Qualifications :
• Professional Demeanor : Demonstrates patience and composure while maintaining a positive, client service focused attitude. Service Adeptness : Comprehend and empathize with client needs, devote time and effort to satisfy the client's request. Problem Solving and Decision-Making Skills : Ability to think analytically and effectively manage risk using strong research skills, applying best practices, and leveraging past experiences to resolve issues. Initiative : Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to assist others. Attention to detail : Requires ability to review accounts and enter transactions accurately when processing requests or reviewing documents. Must be able to efficiently identify red flags at point of call to mitigate risk while adhering to prescribed practices to ensure compliance with rules and regulations. Multi-Tasking : Ability to switch priorities and responsibilities quickly and efficiently while navigating through day-to-day business needs. Effective Communication : Skilled at navigating different communication styles and actively listening in order to understand and determine proper solutions to client's needs.
• Desired Qualifications :
• Customer Service and / or call center experience Experience with money movement transactions 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 ManagementEnterprise Job Description : This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.Responsibilities : Processes transactions according to established procedures and prescribed processes Demonstrates operational discipline while handling routine and standard operational functions Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry Assists with phone calls, email boxes, and processing queuesSkills : 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
• Shift :
• 1st shift (United States of America)
• Hours Per Week :
• 40Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.