Bank Of America Senior Team Member 

India, Gujarat, Gandhinagar 

425772836

Job Description*

• Responsible for the review and update the client’s information in the client’s profile on brokerage accounts.
• Update “Trusted Contact Person” information requested by the client.
• Responsible to interact with LOB and Branch Offices via email.
• Provide a high level of quality service, support, and responsiveness to clients of Merrill Lynch, internal clients, and communicate effectively with branch & LOB.
• Prepare Deceased Customer reports for different stakeholder

Responsibilities*

• Responsible to meet SLA and take ownership to complete the task.
• Interact with LOB and Branch Offices via email.
• Keep focus on accuracy and deliver error free work

Requirements*

• Change orientated – can identify workflow/systems inefficiencies and come up with new ideas for improvement
• Creative and analytical approach to problem solving
• Strong communication and interpersonal skills and ability to change communication style based on the audience
• Strong knowledge in MS Office products including MS Excel, PowerPoint
• Attention to details and drive for accuracy
• Ability to work well under pressure
• Basic knowledge of six sigma and MIS
• Strong operational know how and understanding of end to end process delivery
• Strong on customer centricity and approach to improve processes and better customer experience.
• Flexible in shift timings as we follow evening shifts only

Minimum Graduate, commerce stream preferred

Experience Range*

2-4 Years

Foundational skills*

• Good communication, verbal/written both and listening skills. Basic understanding about Wealth Management and Investment Products, Banking operations & finance, strong analytical skills with great attention to details to perform the document review and reconciliations, Organized and able to multi-task in a fast-paced environment

Desired skills*

• Highly motivated able to work independently, Excellent interpersonal skills, positive attitude, team-player, Willingness to learn and adapt to changes.

Work Timings*

Shifts:
11:30 to 20:30 (subject to change as per business requirement)

Fixed Saturday and Sunday Off