Consumer Investments Operations Specialist - Fort Worth, TX

Bank of America • Fort Worth, TX

2d • Onsite

About The Position

Bank of America is hiring a Consumer Investments Operations Specialist for its Operations group. Specialists process paperwork and provide service to associates and clients regarding time-sensitive account updates. The role focuses on delivering high-quality customer service while processing requests efficiently and accurately, taking ownership of paperwork and related processes, and assisting clients with matters such as funds transfers, margin, and options.

The Specialist supports phone calls, email boxes, processing queues, and the research and resolution of escalations. Duties include document remediation, critical account changes or updates, paperwork processing, document fulfillment, and outbound call support for internal and external clients. The position requires proactive outreach to account owners and associates to explain what documents are needed to complete requests. Specialists keep current on procedures and provide accurate, complete, and concise explanations to inquiries from personnel at all levels. There are opportunities to assist management with complex issues, process improvements, and new initiatives to improve the client experience and develop job qualifications.

The position is based in Fort Worth, Texas, follows a first shift, and is scheduled for 40 hours per week. Bank of America describes an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Strong customer service skills.
• Ability to multitask and independently prioritize workload.
• Cooperative and professional work attitude.
• Ability to work efficiently under stress and in a high-volume environment.
• Strong organizational, time-management, and teamwork skills.
• Strong analytical and problem-solving skills.
• Ability to foster collaborative relationships within and across business units.
• Attention to detail and follow-through on assignments.
• Ability to deliver high-quality partner support focused on partner and client needs, problem resolution, and service or product knowledge.
• Excellent verbal, written, and listening skills.
• Ability to apply sound judgment and an enterprise-wide mindset in decision-making.
• Cultural awareness, integrity, and ability to work as part of a team.

Nice To Haves

• Customer service and/or call center experience.
• Demonstrated ability to process high volumes of documents accurately and quickly.
• Strong written and verbal communication skills.
• Flexibility and openness to change within the line of business.

Responsibilities

• Process transactions according to established procedures and prescribed processes.
• Handle complex and diverse operational functions with operational discipline.
• 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.
• Process paperwork and provide service to associates and clients regarding time-sensitive account updates.
• Assist clients with matters including funds transfers, margin, and options.
• Research and resolve escalations.
• Support document remediation, critical account changes or updates, paperwork processing, document fulfillment, and outbound calls for internal and external clients.
• Proactively contact account owners and associates to ensure they understand which documents are needed to complete requests.
• Keep abreast of procedures and provide accurate, complete, and concise explanations to inquiries.
• Assist management with complex issues, process improvements, and new initiatives to improve the client experience.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED