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!

The Investment Asset Transfer Processor is responsible for reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients. Processing includes a thorough review of written transaction requests and employs a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company.  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 skills             

Desired Qualifications:

Operations processing experienceCustomer Service experienceExperience with money movement transactionsAbility to multi-task

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

Additional Skills Use:

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

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40