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GWIM Senior Operations Representative

Chandler, Arizona

Job Description:

Wealth Management Banking Onboarding/Maintenance serves as a “virtual financial center” for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.

Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service.  Generally one year or more experience is preferred. 

  • Proficient PC skills including Microsoft Office applications – ability to type proficiently is a must
  • Communicate effectively including excellent listening skills and professional phone/email etiquette
  • Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process
  • Demonstrate a proven ability to navigate multiple systems simultaneously
  • Capable of multitasking and working efficiently in a high productivity environment
  • Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
  • Proven history of effective ownership and accuracy
  • Possess the ability to work independently while effectively managing and finding resolution to complex situations
  • Strong problem solving skills/analytical skills
  • Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
  • Exhibit professionalism in all situations
  • Proven in-depth research skills
  • Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and Private Bank clients

Schedule: Must be flexible. Hours of operation are Monday through Friday 7:30am-5pm.

College degree preferred. 

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Wealth Management Banking Onboarding/Maintenance serves as a “virtual financial center” for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.

Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service.  Generally one year or more experience is preferred. 

  • Proficient PC skills including Microsoft Office applications – ability to type proficiently is a must
  • Communicate effectively including excellent listening skills and professional phone/email etiquette
  • Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process
  • Demonstrate a proven ability to navigate multiple systems simultaneously
  • Capable of multitasking and working efficiently in a high productivity environment
  • Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
  • Proven history of effective ownership and accuracy
  • Possess the ability to work independently while effectively managing and finding resolution to complex situations
  • Strong problem solving skills/analytical skills
  • Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
  • Exhibit professionalism in all situations
  • Proven in-depth research skills
  • Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and Private Bank clients

Schedule: Must be flexible. Hours of operation are Monday through Friday 7:30am-5pm.

College degree preferred. 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21060130

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erin Capuzzo

Referral Bonus:

0

Street Address

Primary Location:
2565 W CHANDLER BLVD, AZ, Chandler, 85224