Online Account Opening Specialist

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!

Online Account Opening Specialists are critical to the development and growth of the business through the onboarding of new digital accounts.  They drive exceptional client care from the inception of the client relationship.   The Online Account Opening Specialist assists primarily with the review and remediation of account applications that are submitted online via MerillEdge.com.   This involves, but is not limited to reviewing client information for completeness and client verification via the firm’s policies and procedures, following up with clients, gathering additional information, and setting expectations to fulfill the request. Associates must deliver high quality customer service, while demonstrating strong client focus, product knowledge, keen attention to detail and problem resolution. Associates must provide internal and external clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel.

Required Qualifications:

•             Client centric focus

•             Ability to multi-task and independently prioritize his/her workload.

•             A cooperative and professional work attitude

•             Capability to efficiently under stress and high volume

•             Strong organizational, time management and teamwork skills

•             Strong analytical, negotiation and problem solving skills

•             Ability to foster collaborative relationships within and across business units

•             Attention to detail

•             Personal end-to-end ownership of task resolution

•             Ability to deliver high quality partner support, stressing partner/client needs, problem resolution, and service/product knowledge

•             Excellent verbal, written and listening skills

•             Application of sound judgment and enterprise-wide mindset in making decisions

•             Understanding and demonstration of cultural awareness, integrity and ability to work as part of team

•            Must be able to work a shift until 5:30pm

Desired Qualifications:

•             Customer Service and/or call center experience preferred

•             Knowledge of Merrill systems, products and applications preferred

Enterprise 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 providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

• Processes transactions according to established procedures and prescribed processes required
• Demonstrates operational discipline while handling complex and diverse 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 queues

Additional Skills Used:

• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: