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Bank Of America Transaction Management Ops Representative - BPRO ML Check Deposit 
United States, Florida, Jacksonville 
47346415

Today


This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.


Responsibilities:

  • Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
  • Responds to client inquiries via numerous channels to support operational efficiency and quality client service
  • Performs basic research, follow-up and resolution of routine research requests
  • Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
  • Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Recording/Organizing Information
  • Written Communications
  • Account Management
  • Analytical Thinking
  • Prioritization
  • Collaboration
  • Mentoring
  • Research
  • Result Orientation

Line of Business Job Description:

Perform Deposit Checks for Merrill Clients team supports the deposit of checks into Merrill brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for Merrill brokerage accounts

  • ​Performs standard activities supporting the creation and maintenance of accounts according to the established guidelines and procedures
  • Responds to client inquiries via numerous channels to support operational efficiency and quality client service
  • Performs basic research, follow-up and resolution of routine research requests
  • Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
  • Provides general operational support including handling inbound calls, mail sorting, and mail distribution
  • Reviews required account documentation for accuracy
  • Meets or exceeds individual productivity and quality goals and collaborates effectively to meet group goals
  • Adapts to ever changing products and services
  • Complies with all Bank of America policies

Required Skills:

  • Account Management: ability to provide services and support to clients
  • Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
  • Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
  • Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request
  • Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
  • Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way
  • Research: The ability to gather information about a topic, review, and apply the results to perform a task within procedural guidelines
1st shift (United States of America)