Investments Asset Transfer Processor

Bank of America • Chandler, AZ

12d

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! The Investment Asset Transfer Processor is responsible for reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients. Processing includes a thorough review of written transaction requests and employs a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.

Requirements

• Ability to think analytically and effectively manage risk using strong research Qualifications, applying best practices and leveraging past experiences to resolve problems
• Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
• Strong ownership and resolution Qualifications
• Good organizational and time management Qualifications
• Provide top-level service support and education to clients and partners through different means of communication
• Detail Oriented- Must be able complete tasks with minimal errors
• Demonstrate a cooperative, professional, and positive work demeanor
• Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues

Nice To Haves

• Operations processing experience
• Customer Service experience
• Experience with money movement transactions
• Ability to multi-task
• Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
• Able to adapt to changing environment while meeting metric requirements
• Apply sound judgment in making decisions

Responsibilities

• reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients
• thorough review of written transaction requests
• employing a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company
• resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees