Research & Adjustments Rep III - Cash and Transportation

Bank of America • Dallas, TX

5d • Onsite

About The Position

At Bank of America, this role resolves research and adjustment inquiries in accordance with the bank’s practices and procedures. The position investigates incoming inquiries, resolves discrepancies, responds to service requests received through various channels, determines accounting entries, and makes appropriate dispositions. It handles complex and escalated cases, including cases involving large monetary values or aged risk cases pending charge-off.

The representative maintains high-volume portfolios, performs account maintenance, documents actions taken for clients, and works with business partners and leadership to address complex, time-sensitive exceptions. The schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., for 40 hours per week.

Requirements

• At least 4 years of experience in Cash & Transportation Services, cash operations, accounting, transaction research, or related financial services operations.
• Experience applying accounting principles and analytical skills to research transaction discrepancies and determine appropriate resolutions.
• Experience partnering with Risk and business partners on control concerns, processing issues, and operational changes.
• Ability to conduct detailed transaction research and analysis, identify discrepancies, determine root causes, and support accurate resolutions.
• Ability to manage workload and priorities to meet SLA, productivity, quality, and accuracy requirements.
• Ability to apply sound judgment and accounting knowledge when researching and resolving complex operational issues.
• Ability to identify and escalate operational risks, control concerns, processing issues, and system impacts.
• Ability to identify opportunities to improve process efficiency, accuracy, and operational controls.
• High school diploma, GED, secondary school credential, or equivalent.

Nice To Haves

• Experience partnering with operations and cross-functional business partners to research transaction discrepancies, resolve operational issues, and address escalations.
• Financial Center frontline experience.

Responsibilities

• Investigate and resolve incoming research and adjustment inquiries and transaction discrepancies.
• Determine accounting entries and make appropriate case dispositions.
• Assist peers and leadership in resolving complex, time-sensitive exceptions.
• Handle escalations from business partners, communicating clearly and concisely by email and phone.
• Support review and validation of departmental procedures to improve process efficiency.
• Perform routine or complex account maintenance based on client account type.
• Maintain high-volume portfolios.
• Document actions taken on behalf of clients.
• Identify and escalate operational risks, control concerns, processing issues, and system impacts appropriately.
• Manage workload and priorities to meet service-level, productivity, quality, and accuracy requirements.

Benefits

• Bank of America describes its benefits as affordable, competitive, and flexible, and says it supports teammates’ physical, emotional, and financial wellness.

What This Job Offers

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