Support Services Specialist Ii jobs at Bank Of America in United States, Dallas
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Job title (1)
United States
State
Dallas
7 jobs found
Yesterday
BOA
Bank Of America Support Services Specialist II United States, Texas, Dallas
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...
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...
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...
Partners with team members to provide technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards. Prepares complex federal and state individual income tax returns and...
Leads the CMP (client management process) within the client team to identify new business development opportunities. Sources new clients in alignment with established risk appetite. Leads the client team to...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
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...
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