Support Services Specialist Ii 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

This job is responsible for performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for moderately complex/complex transactions with limited oversight. Key responsibilities include documenting credit analysis, independently assessing historic and projected borrower financial information, evaluating adherence to policy and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance.

Responsibilities:

• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility
• Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions
• Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities
• Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process
• Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements

Skills:

• Attention to Detail
• Credit and Risk Assessment
• Financial Analysis
• Underwriting
• Written Communications
• Analytical Thinking
• Credit Documentation Requirements
• Financial Forecasting and Modeling
• Recording/Organizing Information
• Business Acumen
• Collaboration
• Collateral Management
• Loan Structuring
• Prioritization

Required Qualifications:

· 3+ years of solid experience in Commercial Banking performing financial analysis, structuring, underwriting and portfolio management

· Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring.

Desired Qualifications:

· Participate with RM or CO's to negotiate Credit Agreements & loan documents, as needed.

· Be knowledgeable of the closing process & timeline for all types of loans (i.e. real estate, revolvers, etc.)

· BA/BS Desired

This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum. Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members.

Responsibilities:

• Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and Treasury
• Exercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actions
• Acts as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolio
• Leads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partners
• Negotiates and structures legal documentation related to loans and derivatives
• Establishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycle
• Trains, coaches, and mentors Credit Analysts and Associates

Required Qualifications:

• 7+ years’ of experience in asset based and/or commercial lending
• Experience in monitoring the credit health of asset based or commercial lending clients.
• Strong knowledge and comprehension of loan and collateral documentation
• Ability to accurately analyze borrower’s financial picture and deliver a comprehensive risk analysis to manager and risk officers
• Confidence and ability to develop an independent viewpoint and present a business case to support conclusions
• Excellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensus
• Coaching and mentoring skills
• Strong Microsoft Office Skills

Desired Qualifications:

• Bachelor's Degree in Accounting and/or Finance
• 10+ years’ of experience in asset based and/or commercial lending

Skills:

• Analytical Thinking
• Credit and Risk Assessment
• Financial Analysis
• Loan Structuring
• Underwriting
• Attention to Detail
• Business Acumen
• Financial Forecasting and Modeling
• Research Analysis
• Written Communications
• Collaboration
• Critical Thinking
• Portfolio Analysis

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include building new procedures, completing complex non-routine analytics, creating reports, and reviewing exception testing and processing. Job expectations include supporting continuous improvement of processes by identifying trends and understanding the operations environment.

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. Handles escalated situations that were unable to be resolved by the Accounting Specialist. Provides coaching and training to other associates. 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.

: Monday through Friday 8:00am to 5:00pm

Responsibilities:

• Leads implementation for products, services, and operational solutions
• Manages the design, documentation, implementation, and monitoring of new products and services
• Consults on procedural, technical, and operational changes
• Advances business products knowledge within operations environment
• Fosters relationships with partners and teammates
• Inspects data to identify issues and trends
• Presents reporting on key performance and implementation status

Required Qualifications:

• Cash Exception Platform reconciliation experience (Deposits)
• Recon Plus Frontier reconciliation experience (Dispense)
• 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:

• Attention to Detail
• Monitoring, Surveillance, and Testing
• Policies, Procedures, and Guidelines Management
• Regulatory Compliance
• Written Communications
• Adaptability
• Business Acumen
• Continuous Improvement
• Critical Thinking
• Process Mapping
• Change Management
• Consulting
• Data Management
• Reporting
• Research

This job is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include maintaining internal operational and financial controls and ensuring that they are observed for all assigned cases. Job expectations include ensuring that all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system, and financial controls, and escalating matters or issues to leadership to ensure minimum risk occurs.

Line of Business Job Description:

Resolves Research and Adjustment inquiries within the bank's practices and procedures. Responsibilities include investigating daily incoming research and adjustment inquiries from various channels; resolves out of balance scenarios; answers service requests and inquiries received from various business units; determines accounting entries and makes appropriate disposition. Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system and financial controls. May provide support to and training to other researchers within the department. Has thorough knowledge of the Research & Adjustments function and handles more complex cases which require analytical and problem resolution skills.

Individual Contributor role who resolves research and adjustment inquiries within the bank's practices and procedures. Responsibilities focus on the day-to-day resolution of problems and execution of transactions within specific operations units requiring immediate and frequent involvement with unit activities. Examples include: reviewing and authorizing General Ledger entries, approving exception processing, reviewing operations procedures and implements changes and ensures the enforcement and adherence to operations procedures.

Responsibilities:

• Works on daily incoming exceptions and maintains aged exceptions to a minimum
• Enters daily entries through internet based applications
• Performs routine or complex account maintenance depending on client account type
• Maintains high-volume portfolios
• Investigates and resolves issues and requests

Required Qualifications:

• Knowledge of check deposits and item processing.
• Experience with analyzing data to drive decisions.
• Critical thinking skills
• Ability to efficiently multitask using multiple applications simultaneously.
• Experience in researching root cause of transactional errors.
• Understanding of laws, rules, and regulations that govern check image exchange.
• Ability to balance credit and debit adjustments.

Desired Qualifications:

• Associate degree in business or equivalent combination of related education and/or experience

Skills:

• Attention to Detail
• Customer and Client Focus
• Pipeline Management
• Research
• Critical Thinking
• Decision Making
• Problem Solving
• Written Communications
• Adaptability
• Collaboration
• Risk Management

High School Diploma / GED / Secondary School or equivalent