Job Description:
The Operational Processing and Support Generalist provides operational and service-related support for all Consumer Investments platforms. The team performs a variety of critical processing functions with a focus on oversight, risk mitigation, and compliance with regulatory and Enterprise requirements.
Primary job functions include, but are not limited to:
* Inbound mail review and distribution
* Check and security deposit processing
* Trade corrections processing and research
* Manual order entry
* Non-trade related obligation research/resolution
* Worthless and Restricted Securities handling
* Account credit/debit processing
Required Skills:
* Strong organizational, time management and teamwork skills
* Attention to detail and follow through on assignments
* Ability to multi-task and independently prioritize his/her workload
* Demonstrate a cooperative and professional work attitude
* Capable of multi-tasking and working efficiently under stress and high volume
* Strong organizational, time management and teamwork skills
* Strong analytical, negotiation and problem solving skills
* Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
* Demonstrate excellent verbal, written and listening skills
* Understand and demonstrate cultural awareness, integrity and ability to work as part of a team
* Requires IN OFFICE support (not eligible for work from home posture)
* Must follow all enterprise safety protocols while in the office
Desired Skills:
* Customer Service and/or call center experience preferred
* Knowledge of Merrill systems, products and applications
Enterprise Job Description:
Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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 areas internal business partners and/or external customers and clients. Representatives must provide 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. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. 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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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.