Investment Cashiering Representative

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

The Investment Cashiering associate is a member of a dynamic nation-wide team that executes critical processing on behalf of Consumer Investments / Merrill Edge clients. We are looking for hard-working self-motivated individuals interested in learning and becoming process experts across our core functions.  Successful candidate should be eager to learn quickly and take pride in delivering reliable, efficient, and accurate execution. 

Primary functions of the team include:

•             Inbound mail review and routing (scanning to upload to account or distribute electronically)

•             Check and stock/bond deposit processing

•             Trade correction processing and research

•             Account credit/debit processing

•             Account closure processing (termination of accounts; assuring client closeout requests have been honored)

•             Application and removal of account restrictions

•             Other operational processing and remediation efforts aligned to this workgroup

Enterprise Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.

Required Qualifications:

•             Strong organizational, time management and teamwork skills

•             Attention to detail and ownership of assigned work

•             Ability to prioritize and adapt across multiple processes

•             Ability to work cooperatively with a dynamic team

•             Strong organizational, time management and teamwork 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 teams

Desired Qualifications:

•             Customer Service and/or call center experience preferred

•             Knowledge of Merrill systems, products and applications

•             Able to adapt to changing environment while meeting metric requirements

•             Apply sound judgment in making decisions k

Responsibilities:

• Processes transactions according to established procedures and prescribed processes
• Demonstrates operational discipline while handling routine and standard operational functions
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
• Assists with phone calls, email boxes, and processing queues

Skills:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process Effectiveness
• Active Listening
• Continuous Improvement
• Customer Service Management
• Data Quality Management
• Result Orientation
• Attention to Detail
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: