GWIM Senior Operations Representative
Posted on: 8 Jan 2021
Jacksonville, FL
Job Description
Job Description:
MAPS associates support incoming e-mails associated with opening enrollment documents, maintenance and termination requests from Financial Advisors and their support staff as well as Branch Management. Associates are required to have financial market knowledge in order to support these inquiries and understand the risk associated and the nature of managing these accounts at the Branch level. Associates need an understanding of the different types of accounts, different types of securities and how they are affected with different enrollment documents and underlying agreements.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
Required skills:
Strong written/verbal communication & numerical skills
Show a high level of commitment and professional work ethic
Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management, and flexibility to a changing environment
Must be comfortable in an environment with a heavy focus on numeric analysis and accuracy. Attention to detail is crucial for team processes.
Good time management/organizational skills
Multi-task oriented
Excellent problem solving skills and sound judgment
Displays a positive commitment to being client focused, proactive, and teamwork oriented
Proficient PC skills and applied experience with MS Word and Excel
Desired skills:
Degree preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America
Charlotte, NC
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small- and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates through four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, CDs and IRAs, noninterest- and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans.
This segment provides its products and services through approximately 4,300 financial centers; 16,300 ATMs; call centers; and digital banking platforms. The GWIM segment offers investment management, brokerage, banking, and trust and retirement products; and wealth management solutions targeted to high net worth and ultra high net worth clients, as well as customized solutions to meet clients’ wealth structuring, investment management, and trust and banking needs, including specialty asset management services.
The Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services.
The Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management, foreign exchange, fixed-income, and mortgage-related products. Bank of America Corporation was founded in 1874 and is headquartered in Charlotte, North Carolina.
-
IndustryBanking/Financial Services
-
No. of Employees205,000
-
Website
-
Jobs Posted2694
