Online Account Opening Specialist – Operations Specialist

Bank of America

. Review and remediate account applications submitted online via MerrillEdge.com .

Posted 10/17/2026full-timeUnited StatesMid-LevelSenior💰 $25 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on problem resolution and operational discipline. Capable of managing multiple tasks while maintaining attention to detail and meeting performance metrics in a fast-paced environment.

Highest-signal resume keywords

Customer ServiceProblem ResolutionAttention To DetailOrganizational SkillsAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryTransaction ProcessingReport GenerationAccount OpeningPayment Processing

Soft Skills

Time ManagementMultitaskingCooperative AttitudeVerbal CommunicationActive Listening

Tools & Technologies

Merrill SystemsMerrill ProductsMerrill Applications

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Operational FunctionsClient FocusPerformance MetricsService-Level MetricsPolicies And Procedures

About the role

Key responsibilities & impact

Review and remediate account applications submitted online via MerrillEdge.com
Review client information for completeness and verify clients according to firm policies and procedures
Follow up with clients, gather additional information, and set expectations to fulfill requests
Deliver high-quality customer service with strong client focus and product knowledge
Resolve problems and maintain keen attention to detail
Provide accurate information to internal and external clients by keeping abreast of procedures
Provide complete and concise explanations to inquiries from all levels of personnel
Process transactions according to established procedures
Demonstrate operational discipline while handling complex and diverse operational functions
Cover operations areas including analysis, report generation, new account opening, trade processing, payment processing, and data entry
Assist with phone calls, email boxes, and processing queues
Support assigned areas, internal business partners, and external customers and clients
Meet performance, productivity, quality, and service-level metrics in a fast-paced environment

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Ability to consistently meet or exceed performance, productivity, quality, and service-level scorecard metrics
Ability to balance client needs, quality standards, and business objectives
Ability to multitask and independently prioritize workload
Ability to deliver high-quality partner support, problem resolution, and service/product knowledge
Cooperative and professional work attitude
Ability to work efficiently under stress and high volume
Strong organizational skills and time management
Ability to interpret relevant policies, procedures, laws, rules, and regulations
Strong analytical thinking, negotiation, and problem-solving skills
Critical and innovative thinking
Ability to foster collaborative relationships across business units
Attention to detail
End-to-end ownership of task resolution
Excellent verbal, written, and active listening skills
Customer and client focus
Sound judgment and enterprise-wide mindset
Cultural awareness, integrity, and ability to work as part of a team
Some customer service and/or call center experience preferred
Knowledge of Merrill systems, products, and applications preferred
Ability to work first shift in the United States
Availability for 40 hours per week

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Paid time off
Resources and support for employees
Benefits eligibility