GWIM Sr Operations Rep

Bank of America • Allentown, PA

10d • Onsite

About The Position

This role supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. It provides quality service and efficient operational support to internal business partners and/or external clients. The position operates with some independence and refers complex issues and escalations to a team lead or manager.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. In-office expectations and flexibility are based on role-specific responsibilities and business needs. The role is listed as 1st shift, with 37.5 hours per week.

Requirements

• Minimum of 1 year of experience in client servicing, a professional or relevant internship capacity, or exposure to the banking or financial industry.
• Strong organizational skills, including the ability to manage multiple responsibilities and prioritize while delivering results.
• Strong critical-thinking and problem-solving skills to meet client needs.
• Ability to learn and understand technology to assist clients with digital and digital banking services.
• Enjoys a fast-paced environment with changing and evolving responsibilities.
• Professional verbal and written communication skills.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Co Pilot.
• Minimum education requirement: High School Diploma, GED, Secondary School, or equivalent.

Nice To Haves

• Knowledge of investment and banking products, policies, and procedures.
• Undergraduate degree or equivalent experience preferred.

Responsibilities

• Performs standard transaction processing and reconciliation according to established guidelines and procedures.
• Responds to client inquiries through numerous channels to support operational efficiency and quality client service.
• Performs basic research, follow-ups, and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns as appropriate.
• Provides general operational support, including handling inbound calls, mail sorting, and mail distribution.
• Refers more complex issues and escalations to the team lead or manager.

What This Job Offers

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