Consumer Investments Operations Specialist - Fort Worth, TX

Bank of America • Fort Worth, TX

1d • Onsite

About The Position

Bank of America is hiring a Consumer Investments Operations Specialist for its Operations group. Specialists process paperwork and respond to associate and client inquiries involving time-sensitive account updates. The role supports matters including funds transfers, margin, and options, and involves phone calls, email boxes, processing queues, research, and escalation resolution.

The Specialist handles document remediation, account changes and updates, paperwork processing, document fulfillment, and outbound call support for internal and external clients. The role includes proactively contacting account owners and associates about documentation needed to complete requests. Specialists provide accurate information by staying current on procedures and explaining matters clearly to personnel at all levels. There are opportunities to support management with complex issues, process improvements, and new initiatives to improve the client experience.

Bank of America describes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• Strong customer service qualifications.
• 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 qualifications.
• Strong analytical and problem-solving qualifications.
• Ability to foster collaborative relationships within and across business units.
• Attention to detail and follow-through on assignments.
• Ability to provide high-quality partner support focused on partner and client needs, problem resolution, and service and product knowledge.
• Excellent verbal, written, and listening qualifications.
• 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 qualifications.
• Flexibility and openness to change within the line of business.

Responsibilities

• Process paperwork and transactions according to established procedures and prescribed processes.
• Provide service to associates and clients regarding time-sensitive account updates, including matters involving funds transfers, margin, and options.
• Assist with phone calls, email boxes, processing queues, and research and resolution of escalations.
• Perform document remediation, critical account changes and updates, paperwork processing, and document fulfillment.
• Provide outbound call support for internal and external clients.
• Proactively contact account owners and associates to explain what documents are needed to remediate and complete requests.
• Keep abreast of procedures and provide accurate, complete, and concise explanations to inquiries from personnel at all levels.
• Handle complex and diverse operational functions with operational discipline.
• Cover one or more operations functions, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry.
• 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 they support teammates’ physical, emotional, and financial wellness.

What This Job Offers

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