Consumer Investments Account Maintenance Generalist - Fort Worth, TX
About The Position
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. We are devoted to being a diverse and inclusive workplace for everyone, hiring individuals with a broad range of backgrounds and experiences, and investing heavily in teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes in both working together and offering flexibility to employees, using a multi-faceted approach depending on the role. Working at Bank of America offers a great career with opportunities to learn, grow, make an impact, and make a difference. As an Investments Account Maintenance Generalist, responsibilities include providing timely resolution on routine service and inquiries from various channels. Generalists are expected to demonstrate cultural awareness, integrity, and teamwork, building cross-business partnerships. The role involves processing incoming documents and emails related to client accounts, working CMC cases, and making outbound calls for additional information and resolution. Generalists must think analytically, use strong research qualifications, and apply best practices to problem resolution. They are responsible for processing documents according to established policies and procedures, ensuring accurate and timely processing of requests. Daily tasks include data entry, account updates, and general processing of account forms such as Client relationship agreements, beneficiary forms, and address changes. The position requires providing high-quality client-centric customer service and involves working in a high-paced production environment, meeting or exceeding metrics like quality control and productivity. There is an opportunity to become a certified trainer/mentor, allowing for career advancement.
Requirements
- Strong organizational and time management skills
- Attention to detail and follow through on assignments
- Ability to multi-task and independently prioritize his/her workload
- Work as sole contributor and as a team player as required
- Strong analytical and problem solving skills
- Excellent communication skills-verbal and written
Nice To Haves
- Customer Service and/or call center experience preferred
- Knowledge of Merrill systems, products and applications
Responsibilities
- Providing timely resolution on routine service and inquiries that come into the group from a variety of channels
- Understanding and demonstrating cultural awareness, integrity and ability to work as part of a team and build cross business partnerships
- Processing incoming documents and emails related to client accounts
- Working CMC cases
- Making outbound calls on documents that need more information and resolve
- Thinking analytically, using strong research Qualifications, and applying best practices/past experiences to problem resolution
- Processing documents according to established policies & procedures
- Being held accountable for accurate and timely processing of requests
- Performing data entry
- Performing account updates
- General processing of account forms such as Client relationship agreements, beneficiary forms, address changes etc.
- Providing high quality client centric customer service
- Meeting or exceeding certain metrics such as quality control and productivity
Benefits
- Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
