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Bank Of America Account Management Ops Representative United States, Arizona, Chandler 700379069
Yesterday
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Responsibilities:
- Performs onboarding and maintenance of accounts and reviewing required account documentation.
- 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 and approves required account documentation
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Attention to Detail
- Collaboration
- Written Communications
- Prioritization
- Recording/Organizing Information
- Result Orientation
- Performs completeness and reasonable risk assessment of documentation or client account information and identifies and resolves any discrepancies or gaps, then approves/returns the request for account opening or maintenance according to the established written guidelines and procedures
- Researches and resolves data errors by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed
- Responds to internal business partner via phone and email and escalates more challenging issues to leadership as needed
- Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units
- Account Management: The ability to provide services and support to clients.
- Customer and Client Focus: The ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.
- 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, analyze and interpret the results to support a recommendation or solution.
- Attention to Detail: The ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently.
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Attention to Detail
- Collaboration
- Written Communications
- Prioritization
- Recording/Organizing Information
- Result Orientation
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