Bank Of America Financial Data Reporting Ops Representative 

United States, Arizona, Phoenix 

566815328

Job Description:

Job Description:

This role is in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS Form W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will solicit customers for missing or expired Forms W-8 or W-9, respond to phone inquiries from front line employees and customers related to Consumer Tax Operations processes. Support team process functions. All job functions require adherence to IRS and bank guidelines.

Responsibilities:

• Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery

• Performs research, follow-up, and resolution of routine financial data research requests

• Reviews relevant documents and forms to identify and resolve issues

• Validates financial data and reports against system of record

• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate

• Provides quality phone service and support to internal partners and external clients

Required Skills:

• Must be detail oriented, an independent thinker, and able to handle multiple functions concurrently while following related laws, rules, regulations & procedures to effectively deliver optimal performance and balance production & accuracy with timeliness.

• Ability to handle incoming phone calls related to the line of business functions while following policy standards related to caller authentication and complaint capture.

• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status while processing documents and handling inbound calls.

• Must have strong written and verbal communication skills to communicate effectively with customers and partners to provide comprehensive, clear and concise information.

• Able to work independently or as part of a team.

• Proficient with Microsoft Office tools (Outlook, Excel, Skype, etc.).

• Takes ownership to proactively identify opportunities to enhance customer experience or improve processes.

• Must be able to accommodate an 8-hour work schedule between the hours of 6:00 a.m. to 5:00 p.m., Monday – Friday and work overtime during the high-volume season (January - April) which may include weekends.

Desired Skills:

• Bi-lingual in Spanish

1st shift (United States of America)