Bank Of America Research & Adjustments Representative II - Cash Transportation 

United States, California, Los Angeles 

715421943

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

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