Consumer Investments Cashiering Associate
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. 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 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. 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 Note: due to hand’s-on mail and check-deposit processing work, associate will be required to work from our office location
Requirements
- Strong organizational, time management and teamwork Qualifications
- 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 Qualifications
- Strong analytical, negotiation and problem-solving Qualifications
- Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
- Demonstrate excellent verbal, written and listening Qualifications
- Understand and demonstrate cultural awareness, integrity and ability to work as part of a team
Nice To Haves
- 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
