Lincoln, Rhode Island
8 days ago
Account Maintenance Operations 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. 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!

Here is an exciting opportunity to grow your career with our Operations group. Account Maintenance Specialists process paperwork and provide service to associates and clients on inquiries that are related to time sensitive account updates. As a Specialist you must have a desire to deliver high quality customer service, process efficiently and with accuracy.  This is a rewarding position where you are empowered to take ownership, facilitate paperwork and processes. You will be directly responsible for assisting clients in areas that include funds transfer, margin and options to name a few. In addition Specialists assist with phone calls, email boxes, processing queues, and research and resolve escalations. Specialists assist with document remediation by making critical account changes and/or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients. You will be required to do proactive outreach to account owners and associates to ensure that both parties are aware of what documents are needed in order to remediate and complete their specific request/needs. They must provide 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. There are strong opportunities to assist management with complex issues, process improvements, and new initiatives to better the client experience while developing your personal skillset.

Required Qualifications:

Strong customer service skillsAbility to multi-task and independently prioritize his/her workload.Demonstrate a cooperative and professional work attitudeCapable of multi-tasking and working efficiently under stress and high volumeStrong organizational, time management and teamwork skillsStrong analytical and problem solving skillsFoster collaborative relationships within and across business unitsAttention to detail and follow through on assignmentsDeliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledgeDemonstrate excellent verbal, written and listening skillsApply sound judgment and enterprise-wide mindset in making decisionsUnderstand and demonstrate cultural awareness, integrity and ability to work as part of team

Desired Qualifications:

Customer Service and/or call center experience preferredDemonstrated ability to process high volumes of documents with accuracy and speedStrong communication skills, both written and verbalAbility to be flexible and open to change within the line of business

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 requiredDemonstrates operational discipline while handling complex and diverse 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

Additional Skills Used:

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

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