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 Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client’s or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company.  The role's core responsibilities require strong communication and time management skills, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.

Required Qualifications

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 problemsInitiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help othersStrong ownership and resolution skillsGood organizational and time management skillsProvide top-level service support and education to clients and partners through different means of communicationDetail Oriented- Must be able complete tasks with minimal errorsDemonstrate a cooperative, professional, and positive work demeanorExceptional critical thinking / problem solving skills to immediately address escalated client issues

Desired Qualification

Operations processing experienceCustomer Service experienceExperience with money movement transactionsAbility to multi-taskHighly motivated self-starter who can set goals and accomplish tasks with minimal supervisionAble to adapt to changing environment while meeting metric requirementsApply sound judgment in making decisions

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 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 processesDemonstrates operational discipline while handling routine and standard operational functionsCovers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entryAssists with phone calls, email boxes, and processing queues

Skills:

Account ManagementAdaptabilityCustomer and Client FocusData Collection and EntryProcess EffectivenessActive ListeningContinuous ImprovementCustomer Service ManagementData Quality ManagementResult OrientationAttention to DetailBusiness Operations ManagementBusiness Process AnalysisCritical ThinkingProcess Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40