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Bank Of America Online Account Opening Specialist Consumer Investments 
United States, Arizona, Chandler 
10321025

16.08.2024

Required Qualifications:

• Client centric focus

• Ability to multi-task and independently prioritize his/her workload.

• A cooperative and professional work attitude

• Capability to efficiently under stress and high volume

• Strong organizational, time management and teamwork skills

• Strong analytical, negotiation and problem-solving skills

• Ability to foster collaborative relationships within and across business units

• Attention to detail

• Personal end-to-end ownership of task resolution

• Ability to deliver high quality partner support, stressing partner/client needs, problem resolution, and service/product knowledge

• Excellent verbal, written and listening skills

• Application of sound judgment and enterprise-wide mindset in making decisions

• Understanding and demonstration of cultural awareness, integrity, and ability to work as part of team

• Could work as late as 6:00pm local time.

Desired Qualifications:

• Customer Service and/or call center experience preferred

• Knowledge of Merrill systems, products and applications preferred

Enterprise Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

  • Processes transactions according to established procedures and prescribed processes required
  • Demonstrates operational discipline while handling complex and diverse operational functions
  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
  • Assists with phone calls, email boxes, and processing queues

Additional Skills Used:

  • Account Management
  • Adaptability
  • Customer and Client Focus
  • Data Collection and Entry
  • Process Effectiveness
  • Active Listening
  • Continuous Improvement
  • Customer Service Management
  • Data Quality Management
  • Result Orientation
  • Attention to Detail
  • Business Operations Management
  • Business Process Analysis
  • Critical Thinking
  • Process Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)