Transaction Management Ops Representative - BPRO ML Check Deposit

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Recording/Organizing Information
• Written Communications
• Account Management
• Analytical Thinking
• Prioritization
• Collaboration
• Mentoring
• Research
• Result Orientation

Line of Business Job Description:

Perform Deposit Checks for Merrill Clients team supports the deposit of checks into Merrill brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for Merrill brokerage accounts

Required Skills:

• Account Management:  ability to provide services and support to clients
• Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
• Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
• Written Communications:  ability to clearly convey information in written form through email in a way that easily enables the resolution of request
• Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
• Collaboration: The ability to work with others to complete a task or achieve a common goal in the most effective and efficient way
• Research: The ability to gather information about a topic, review, and apply the results to perform a task within procedural guidelines

Shift:

Hours Per Week: