About The Position

At Bank of America, the role supports the company’s purpose of helping make financial lives better through every connection and its commitment to Responsible Growth. The position provides quality service and efficient operational support to assigned areas, internal business partners, and external customers and clients. It handles routine, standard transactions according to established procedures and processes in support of Merrill, referring more complex problems to management. The Money Movement Service Generalist provides service to Bank of America/Merrill clients and/or internal financial service advisors through inbound and outbound calls, and processes financial service transactions. Transaction processing requires a high-risk and fraud-prevention mindset to protect client accounts and minimize company risk and loss.

Requirements

  • Demonstrate patience, composure, and a client-service attitude.
  • Comprehend and empathize with client needs, and devote time and effort to satisfying client requests.
  • Think analytically and effectively manage risk using strong research skills, best practices, and past experience to resolve problems.
  • Be willing and able to take an active role in identifying and implementing process improvements and to help others.

Nice To Haves

  • Customer service and/or call center experience.
  • Experience with money movement transactions.
  • Ability to multitask.

Responsibilities

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