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Job Information

Bank of America GWIM Senior Operations Representative in Chandler, Arizona

GWIM Senior Operations Representative

Chandler, Arizona

Job Description:

GWIM Sr. Operations Representativeserves as a “virtual financial center” for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.

Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service. Generally one year or more experience is preferred.

  • Proficient PC skills including Microsoft Office applications – ability to type proficiently is a must

  • Communicate effectively including excellent listening skills and professional phone/email etiquette

  • Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process

  • Demonstrate a proven ability to navigate multiple systems simultaneously

  • Capable of multitasking and working efficiently in a high productivity environment

  • Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment

  • Proven history of effective ownership and accuracy

  • Possess the ability to work independently while effectively managing and finding resolution to complex situations

  • Strong problem solving skills/analytical skills

  • Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk

  • Exhibit professionalism in all situations

  • Proven in-depth research skills

  • Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and Private Bank clients

Schedule: Must be flexible. Hours of operation are Monday through Friday 8:00am-5:30pm.

College degree preferred.

Job Band:

H7

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday-Friday (between the hours of 8:00am - 5:30pm)

Referral Bonus Amount:

0

Job Description:

GWIM Sr. Operations Representativeserves as a “virtual financial center” for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.

Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service. Generally one year or more experience is preferred.

  • Proficient PC skills including Microsoft Office applications – ability to type proficiently is a must

  • Communicate effectively including excellent listening skills and professional phone/email etiquette

  • Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process

  • Demonstrate a proven ability to navigate multiple systems simultaneously

  • Capable of multitasking and working efficiently in a high productivity environment

  • Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment

  • Proven history of effective ownership and accuracy

  • Possess the ability to work independently while effectively managing and finding resolution to complex situations

  • Strong problem solving skills/analytical skills

  • Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk

  • Exhibit professionalism in all situations

  • Proven in-depth research skills

  • Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and Private Bank clients

Schedule: Must be flexible. Hours of operation are Monday through Friday 8:00am-5:30pm.

College degree preferred.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22040879

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Lisa Fuentes

Referral Bonus:

0

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 and affirmative action, 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.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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