Lead Operations Representative - 1st Shift jobs at Bank Of America in United States, Los Angeles

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, and Lines of Business including Customer Services. Associate will resolve 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 and email inquiries. 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 associates within the department. Has thorough knowledge of the Research & Adjustments functions 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:

• Highly organized with strong attention to detail and accuracy

• Excellent time management and prioritization skills, with ability to meet deadlines

• Demonstrate the ability to multi-task

• Exhibit excellent verbal, written communication, and interpersonal skills

• Consistently meets established performance standards on all job assignments

• Ability to balance credit and debit adjustments.

• Ability to work in high volume environment, adhering to production standards and SLA’s set by management

• 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.

• Easily adapts to and supports change

• Ability to work effectively in a team environment

Desired Qualifications:

• Proficiency with one or more desktop automation tools (Tableau)

• Financial Data Entry System (FDES) experience

• 1+ years of experience working in a client service capacity

• Highly motivated self-starter, proactive, with intense focus on results.

• 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

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

FLU Hours of Operation: Monday -Friday / 8am-4:30pm

Job Description:

Job Description:
This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances.

1st Shift Monday-Friday 8-5 with rotating Sundays 8-1 during peak season

Responsibilities:

• Contributes to overall success of an Operations team as an individual contributor
• Handles operational activities and queries for either single or multiple Lines of Business across the enterprise
• Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners
• Provides functional expertise knowledge to projects or initiatives relating to the business unit
• Maintains internal operational and financial controls and works within the risk appetite of the business unit
• Continues to review processes to ensure they are efficient and implements process improvement opportunities

equired Qualifications:

• Enthusiastic, highly motivated

• Self-starter

• Focus on Results

• Collaborates effectively to get things done

• Communicates effectively

• Learns and adapts

• Will follow established processes and guidelines

• Manages time efficiently

• Focuses on results

• Must be flexible to work weekends/holidays/ or extended hours

• Ability to lift up to 50 lbs.

• Prior Cash Vault Experience

Skills:

• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Data Collection and Entry
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Planning
• Reporting
• Account Management
• Conflict Management
• Decision Making
• Inclusive Leadership
• Process Management

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.

Line of Business Description:

Duties include: Routine daily maintenance on Opex machine, Document Extraction, Identification of exceptions, cash, credit card payments and foreign items. Error message identification handling and escalation on equipment issues.
Responsible for the day-to-day scanning and imaging of customer/client documents received via US mail, overnight mail and local courier. Individual ensures that the documents are scanned/imaged appropriately, following department guidelines. Position requires the operation of high speed machinery used to scan/image documents. Ability to understand different transaction types and document types and unique to specific instructions (such as nested transaction self-mailers, express envelopes, correspondence only, large volume transactions. Responsible for document retention and all required box proration steps to ensure accurate recordkeeping the individual must be capable of working in a high volume and demanding continuous production environment, including sitting for prolonged periods of time.

: 3rd Shift Thursday through Monday 9:30pm to 6:00am PT

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:

• 1+ years relatable experience
• Heavy lifting up to 25 lbs
• Ability to process transactions based on documented procedures
• Basic Banking Operations experience
• Team player with ability to multitask
• Attention to detail
• Adapts to change and a quick learner
• Receptive to coaching
• Proficient in MS Office

Desired Qualifications:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.

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 providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

• Executes the bank's risk culture and strives for operational excellence
• Drives the client experience
• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.
• Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.
• Has a minimum of six months of experience offering solutions and services based on the client’s needs.
• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.
• Six months of cash handling experience.

• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

• Bilingual Skills

• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Referral Identification
• Relationship Building
• Conflict Management
• Account Management
• Business Development
• Business Acumen
• Critical Thinking
• Emotional IntelligenceMinimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.