FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Account Management Operations Representative – Private Bank, Banking Onboarding & Maintenance
Bank of America. Perform onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information .
About the role
Key responsibilities & impact- Perform onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information
- Find criteria to approve or decline account-opening requests according to established written guidelines and procedures
- Research and resolve data errors by applying procedures and engaging support partners when needed
- Respond to internal business partner inquiries about service requests via email and escalate challenging issues to leadership
- Independently manage a caseload of onboarding or maintenance requests
- Prioritize tasks according to due dates and other factors to ensure prompt completion
- Develop understanding of process flow, key steps, basic process controls, and upstream and downstream activities
- Provide quality service and efficient operations support for internal business partners and external clients
Requirements
What you’ll need- Minimum 6 months’ experience, studies, or knowledge in operations, banking, account management and customer 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
- Financial Center experience desired
- Experience handling heavy caseloads and executing tasks within the same day up to 24 hours desired
- Experience using Microsoft Excel to analyze data, create lists and track results desired
- Experience using multiple systems and applications to complete individual tasks accurately and efficiently desired
- Ability to apply knowledge to improve processes desired
- Ability to work onsite in accordance with the workplace excellence policy if selected
- 40 hours per week
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for teammates’ physical, emotional, and financial wellness
- Opportunities to learn, grow, and make an impact
- Career development opportunities
- Full-time schedule, 40 hours per week