CI Specialized Account Services

Bank of America•Lincoln, NE

6h•$25 - $32•Onsite

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Special Account Services Specialist is responsible for processing outside (or non-ML) documentation. The specialist will review, and process required documents in regard to Estates, Guardianships/Conservatorships, Trusts, Bankruptcy, Outside Power of Attorneys, responding to escalated emails, processing distributions to beneficiaries, engaging key business partners as needed while adhering to ML/BAC procedures and guidelines. This position requires an ability to multi-task and independently prioritize workload. Candidates must demonstrate a cooperative and professional work attitude and will be expected to think analytically, use strong research Qualifications and apply best practices/past experiences to problem resolution.

Requirements

Previous experience and proven results in previous Consumer Investments operations/service roles preferred
Capable of multi-tasking and working efficiently under stress and high volume
Strong organizational, time management and teamwork Qualifications
Previous knowledge of Account Maintenance services is helpful
Strong analytical, negotiation and problem-solving Qualifications
Track record of attention to detail and follow through on assignments
Apply sound judgment and enterprise-wide mindset in making decisions
Anticipate and understand client needs and concerns
Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
Deliver complete and concise explanations to inquiries made via inbound calls
Provide point of call resolution for issues
Ability to independently prioritize his/her workload
Demonstrate excellent verbal, written and listening Qualifications
Ability to quickly build rapport with Home Office, Field and other business partners
Focus on personal and career development (e.g. Series 7/66 licensing, career advancement)
Foster collaborative relationships within and across business units
Understand and demonstrate cultural awareness, integrity and ability to work as part of a team
Demonstrate exceptional organizational and time management Qualifications
Provide strong analytical and problem resolution Qualifications
Anticipate and understand partner/client needs
Apply sound judgment in making decisions
Account Management
Adaptability
Customer and Client Focus
Data Collection and Entry
Process Effectiveness
Active Listening
Continuous Improvement
Customer Service Management
Data Quality Management
Result Orientation
Attention to Detail
Business Operations Management
Business Process Analysis
Critical Thinking
Process Management
High School Diploma / GED / Secondary School or equivalent

Nice To Haves

Customer Service and/or call center experience preferred
Knowledge of Merrill systems, products and applications

Responsibilities

Processes transactions according to established procedures and prescribed processes required
Demonstrates operational discipline while handling complex and diverse operational functions
Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
Assists with phone calls, email boxes, and processing queues

Benefits

We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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