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Account Management Operations Representative – Private Bank Onboarding, Maintenance
Bank of America. Perform onboarding or maintenance of accounts by confirming documentation or client account information accuracy, completeness, and risk assessment .
About the role
Key responsibilities & impact- Perform onboarding or maintenance of accounts by confirming documentation or client account information accuracy, completeness, and risk assessment
- Find criteria to approve or decline account-opening requests according to established guidelines and procedures
- Research and resolve data errors by applying procedures and engaging support partners when needed
- Respond to internal business partner inquiries via email and escalate challenging issues to leadership
- Independently manage a caseload of onboarding or maintenance requests, prioritizing tasks by due dates and other factors
- Develop understanding of process flow, key steps, basic process controls, and upstream/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
- 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
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
- In-office flexibility based on role-specific responsibilities and business needs