Investments Asset Transfer Processor - Pennington, NJ

Bank of AmericaPennington, AL
$25 - $28Onsite

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 Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client’s or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management Qualifications, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. 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

  • Strong communication qualifications
  • Strong time management qualifications
  • Impeccable accuracy
  • Attention to detail
  • Strong commitment to risk management
  • Strong commitment to customer satisfaction
  • Professional work ethic
  • Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, applying best practices and leveraging past experiences to resolve problems
  • Strong ownership and resolution Qualifications
  • Good organizational and time management Qualifications
  • 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
  • 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

Nice To Haves

  • Willingness and ability to play an active role in identifying and implementing process improvements
  • Willingness to help others

Responsibilities

  • Document review and processing
  • Email communication to internal partners
  • Outbound calls to clients or contra parties
  • Maintaining a high risk and fraud prevention mindset
  • Ensuring the security of client accounts
  • Minimizing risk/loss to the company
  • Resolving incomplete transaction requests via outbound client or company contact or written correspondence

Benefits

  • Industry-leading benefits
  • Access to paid time off
  • Resources and support to our employees
  • Support for sustainable growth of our business and the communities we serve
  • Commitment to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure
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