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Research & Adjustments Rep III

Phoenix, Arizona

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include investigating daily incoming research and adjustment inquiries, resolving differences, answering service requests and inquiries received from various channels, determining accounting entries, and making appropriate disposition. Job expectations include handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off.

LOB Description: Estate Servicing Operations (ESO)

Works with customers and families as they experience the loss of a loved one. The team manages life events related to deceased customers and estate maintenance, and focuses on supporting beneficiaries and survivors.

Responsibilities:

  • Assists peers and leadership with resolving complex, time sensitive exceptions
  • Contributes to improving process efficiencies by supporting the review and validation of departmental procedures
  • Performs routine or complex account maintenance depending on client account type
  • Maintains high-volume portfolios
  • Documents actions taken on behalf of the client

Skills:

  • Attention to Detail
  • Critical Thinking
  • Customer and Client Focus
  • Pipeline Management
  • Research
  • Active Listening
  • Decision Making
  • Problem Solving
  • Written Communications
  • Adaptability
  • Collaboration
  • Risk Management

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-25001541

Manages People: No

Travel: No

Street Address

Primary Location:
1825 E BUCKEYE RD, AZ, Phoenix, 85034