Life Services Operations Support Processor

Bank of America•Chandler, AZ

6d•Onsite

About The Position

This role supports the wealth management business through standard transaction processing, reconciliation, and resolution of research requests. The processor provides effective and efficient operational support and quality service to internal business partners and/or external clients. The role operates with some independence, referring more complex issues and escalations to a team lead or manager. The position is first shift and scheduled for 40 hours per week.

Requirements

High school diploma, GED, secondary school, or equivalent.
Skills in business operations management, customer service management, prioritization, reporting, trade operations management, data collection and entry, data and trend analysis, organizational effectiveness, process management, quality assurance, customer and client focus, oral communications, research analysis, and written communications.

Responsibilities

Perform standard transaction processing and reconciliation according to established guidelines and procedures.
Respond to client inquiries through multiple channels to support operational efficiency and quality client service.
Conduct basic research and follow-ups, and resolve routine research requests.
Identify potential issues in daily operational tasks and escalate risk concerns as appropriate.
Provide general operational support, including handling inbound calls, sorting mail, and distributing mail.