Accounting Specialist Iii jobs at Bank Of America in United States, Dallas

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations

• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity

• Monitors and reviews documentation requirements

• Resolves peer or customer escalations and inquiries

• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required Qualifications:

• 10-key by touch skills

• 1+ year of Data Entry experience

• Be attentive to detail with focus on accuracy and efficiency

• Must be able to work Overtime and Holidays when required per business needs

• Operator will be required to meet established production and quality standards after initial training period.

Skills:

• Adaptability

• Attention to Detail

• Business Operations Management

• Customer and Client Focus

• Policies, Procedures, and Guidelines Management

• Collaboration

• Issue Management

• Organizational Effectiveness

• Prioritization

• Problem Solving

• Confronting Bias

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

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Responsibilities:

• Receive and respond to requests received by email or phone

• Provides resolution for requests received via phone or email

• Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight

• Conduct limited research and respond to client and be able answer questions and inquiries

• Utilize the various bank systems to support clients requests​

Requirements:

• 1+ years of experience working with customers.

• Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications

• Comfortable receiving ongoing performance feedback and coaching.

• Ability to engage with customers, begin a conversation, build rapport, and handle objections.

• Comfortable with fast pace environment with ongoing change and learning new technology/processes.

• At least an intermediate ability in computer skills.

• Ability to navigate multiple computer systems while interacting with the phone client.​​

​Desired skills:

• 1-2 years of experience in the Banking/Financial industry.

• 1-3 years of experience working in a call center.​​​

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations

• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity

• Monitors and reviews documentation requirements

• Resolves peer or customer escalations and inquiries

• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required Qualifications:

• 10-key by touch skills

• 1+ year of Data Entry experience

• Be attentive to detail with focus on accuracy and efficiency

• Must be able to work Overtime and Holidays when required per business needs

• Operator will be required to meet established production and quality standards after initial training period.

Skills:

• Adaptability

• Attention to Detail

• Business Operations Management

• Customer and Client Focus

• Policies, Procedures, and Guidelines Management

• Collaboration

• Issue Management

• Organizational Effectiveness

• Prioritization

• Problem Solving

• Confronting Bias

High School Diploma / GED / Secondary School or equivalent

Core responsibilities include:

• Provide deep subject matter expertise on commercial and residential real estate properties.

• Direct and oversee a team of external real estate Asset Managers for assets held within Fiduciary accounts to ensure best-in-class client service.

• Provide fiduciary oversight and approvals for activities related to client’s real estate holdings to ensure clients’ best interests are top priority and asset enhancement activity is ongoing.

• Trouble shoot and facilitate efficient problem-solving on issues related to client service and real property assets.

• Facilitate communication with the client team and clients on material changes impacting asset performance.

• Collaborate with client facing teams and internal business groups to educate the field on specialty asset management capabilities, and support business development activities.

• Adhere to compliance and regulatory processes and procedures.

• Support and/or lead ad-hoc projects and initiatives.

Required qualifications:

• 5+ years hands on experience working with fiduciary accounts and commercial real estate.

• Excellent communication skills, both written and oral

• Demonstrated passion for delivering exceptional client service

• Ability to develop and maintain collaborative relationships both internally and with external clients

• Skilled in multi-tasking and managing priorities effectively

• Ability to identify and escalate issues

• Team Player

• Ability to adapt to a rapidly changing and fast paced business and technology environment

• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines

• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.

Desired qualifications:

Knowledge of real estate and investment concepts preferred.

Knowledge and experience working with Fiduciary relationships and OCC regulations

BA/BS degree preferred.

Real Estate credentials (e.g. CCIM).

Skills:

• Collaboration

• Decision Making

• Issue Management

• Prioritization

• Strategic Thinking

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Project Management

• Written Communications

• Active Listening

• Adaptability

• Analytical Thinking

• Continuous Improvement

• Innovative Thinking

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for performing routine tasks supporting the day-to-day manual fulfillment projects for Support Services. Key responsibilities may include the preparation of mail, boxes, and fulfillment projects, labeling, packaging, folding, inserting, and other miscellaneous mailing functions. Job expectations may include clearly communicating with their onsite manager, reading a checklist of instructions, sorting and counting documents, verifying appropriate and accurate information is provided within the documents, and inserting documents into an envelope.

Their high quality, competitively priced, offerings include:

•Manual package assembly

•Customer document print, insert & mail

Graphic arts and printing

•T-shirt and apparel screen printing

Data Entry

•Electronic categorization of consumer documents

•ATM compliance validation

Inventory Management

•Warehouse storage

•Distribution services

Responsibilities:

• Completes quality review processes for fulfillment projects, assisting in completing multi-level tasks

• Identifies errors or customer privacy breaches and escalates to the attention of the manager for correction

• Scans barcodes or enters data into a document tracking system, working accurately and efficiently with attention to detail

• Organizes documents and verifies appropriate, accurate information is provided

• Assists associates to resolve administrative problems

• Maintains a foundational understanding of the team’s business operations and adheres to the bank's and department guidelines policies

Required Qualifications:

• Ability to comprehend instructions and receive feedback.

• Ability to read and follow a checklist/picklist.

• Ability to sit and remain focused for long periods of time while working on a singular task.

• Ability to work well with others, in a team environment, in a professional office setting.

• Ability to complete tasks in a time sensitive environment while maintaining accuracy level expected.

• Ability to count.

• Ability to manage time – arriving to work, and returning from lunch and breaks on time.

• Ability to identify and elevate issues to team manager.

• Ability to lift at least 25lbs.

Desired Qualifications:

• Basic computer navigation.

• Attention to detail, with highly accurate data entry.

• Ability to scan barcodes into a computer system and navigate through screens appropriately.

• Ability to perform routine clerical / administrative duties (that do not typically require independent judgment).

• Ability to ensure printers are filled with paper and refill as necessary.

Skills:

• Active Listening

• Attention to Detail

• Collaboration

• Quality Assurance

• Emotional Intelligence

• Issue Management

• Problem Solving

No education requirement

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Thursday-Monday 8:30am-5:00pm

Responsibilities:

• Addresses issues in production proactively and handles complex client escalations

• Prioritizes and organizes work to increase effectiveness, efficiency, and productivity

• Monitors and reviews documentation requirements

• Resolves peer or customer escalations and inquiries

• Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required Qualifications:

• 10-key by touch skills

• 1+ year of Data Entry experience

• Be attentive to detail with focus on accuracy and efficiency

• Must be able to work Overtime and Holidays when required per business needs

• Operator will be required to meet established production and quality standards after initial training period.

Skills:

• Adaptability

• Attention to Detail

• Business Operations Management

• Customer and Client Focus

• Policies, Procedures, and Guidelines Management

• Collaboration

• Issue Management

• Organizational Effectiveness

• Prioritization

• Problem Solving

• Confronting Bias

High School Diploma / GED / Secondary School or equivalent

This job is responsible for resolving operational accounting functions and issues in accordance with standard procedures. Key responsibilities include supporting the analyses of issues related to all operational accounting functions, such as general accounting, accounts payable, and accounts receivable. Job expectations include performing analytical research and leveraging judgment to make informed decisions using accounting systems and tools, following established processes, and handling exceptions and escalations within the Line of Business.

LOB Job Description:

Responsible for the day-to-day resolution of complex operational accounting functions / issues including in depth analysis. The incumbent will take appropriate action based on process characteristics of extremely complex issues related to all operational accounting functions. Must be considered a subject matter expert in operational accounting policies and routines. Complex decisions are made based on analytical research and judgment. Requires extensive experience and must follow established procedures & guidelines while utilizing multiple systems & tools. Ensures compliance with Federal and Bank Regulations. Excellent communication and follow up skills required. To appropriately investigate and decision issues, incumbent will interact with multiple business partners. Communication includes process education, operational accounting education, setting appropriate expectations or skillfully defusing the situation.

Responsibilities:

• Reconciles bank accounts, posts information and balances general or subsidiary ledgers, processes payments, deposits, and transactions, and compiles segments of monthly closings
• Demonstrates an understanding of workflow processes and adheres to Service Level Agreements and federal and state laws, rules, and regulations
• Applies advanced analysis and adheres to operational accounting procedures, processes, and techniques to meet the requirements of the position
• Supports the execution of the end-to-end workflow process by using variousprocessing/accountingsystems and tools
• Assists with researching and analyzing procedures, cases, and situations as they arise

Required Qualifications:

• 1+ Years Accounting / Operations experience
• Previous experience with general ledger
• Thorough understanding of debits and credits
• Exhibit excellent verbal, written communication and interpersonal skills
• Demonstrate the ability to multi-task, strong attention to detail, proficient with numbers and effective organizational skills
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions, be a continuous learner
• Excels in working among diverse viewpoints to determine best practice to understand future business needs
• The ability to coach and train on all levels
• Strong technical and analytical skills
• Self-motivated and results oriented
• Operational accounting experience along with working knowledge of processes to include applicable policies and regulations

Skills:

• Business Acumen
• Financial Accounting
• Project Management
• Research
• Written Communications
• Analytical Thinking
• Attention to Detail
• Collaboration
• Regulatory Compliance
• Adaptability
• Business Process Analysis
• Critical Thinking
• Issue Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent