Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance

Account Management Operations Representative - Private Bank Banking Onboarding & Maintenance

Chandler, Arizona;Jacksonville, Florida

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Job Description:

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.

Line of Business Description:

After a client sends an onboarding or maintenance request through our internal systems, the Private Bank Banking Onboarding & Maintenance team confirms the documents are in good order, opens or updates account information per the request, and initiates required communications. This team completes a high volume of work within the same day up to 24 hours.

Responsibilities:

• Performs onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information

• Finds criteria to approve/decline the request for account opening according to the established written guidelines and procedures

• Researches and resolves data errors by applying procedures and engaging support partners when needed

• Responds to internal business partner inquiries related to service requests via email and escalates more challenging issues to leadership as needed

• Independently manages a case load of onboarding or maintenance requests, by prioritizing tasks according to due dates and other factors to ensure prompt completion of work

• Develops an understanding of the process flow from start to finish, including the purpose of key steps, basic process controls, and how their work connects to upstream and downstream activities within the immediate work group

Required Qualifications:

• Minimum 6 months’ experience, studies, or knowledge in operations, banking, account management andcustomer service

• Basic understanding of account opening process and policies

• Experience finding and resolving data inconsistencies in highly detailed client provided documents and internal bank systems

• Experience following standard operating procedures

• Experience interacting with partners via email and chat

Desired Qualifications:

• Financial Center experience

• Experience handling heavy caseloads and executing tasks within the same day up to 24 hours

• Experience using Microsoft Excel to analyze data, create lists and track results

• Experience using multiple systems and applications to complete individual tasks accurately and efficiently

• Ability to apply knowledge to improve processes

Skills:

• Account Management

• Customer and Client Focus

• Oral Communications

• Research

• Attention to Detail

• Collaboration

• Written Communications

• Prioritization

• Recording/Organizing Information

• Result Orientation

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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