Online Account Opening Specialist – Operations Specialist

Bank of America

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

Posted 9/30/2026full-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 client focus and product knowledge while efficiently processing transactions and managing operational functions. Capable of delivering high-quality customer service and maintaining attention to detail under pressure.

Highest-signal resume keywords

Client VerificationOperational DisciplineAnalytical ThinkingCustomer Service ExperienceMerrill Systems Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryReport GenerationTransaction ProcessingNew Account OpeningPayment Processing

Soft Skills

Organizational SkillsTime ManagementProblem-Solving SkillsAttention to DetailVerbal Communication

Tools & Technologies

Merrill SystemsMerrill ProductsMerrill Applications

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Client FocusPerformance MetricsQuality StandardsService-Level MetricsCollaborative Relationships

About the role

Key responsibilities & impact

Review and remediate account applications submitted online via MerrillEdge.com
Review client information for completeness and client verification 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
Provide accurate information by keeping abreast of procedures
Provide complete and concise explanations to inquiries from all levels of personnel
Process transactions according to established procedures
Handle complex and diverse operational functions with operational discipline
Cover operational areas including analysis, report generation, new account opening, trade processing, payment processing, and data entry
Assist with phone calls, email boxes, and processing queues

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Demonstrated 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 multi-task and independently prioritize workload
Ability to deliver high-quality partner support, problem resolution, and service/product knowledge
Cooperative and professional work attitude
Capability to efficiently deliver under stress and high volume
Strong organizational skills, time management, and quality/production metric goals
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 within and across business units
Attention to detail
Personal end-to-end ownership of task resolution
Excellent verbal, written, and active listening skills; customer and client focus
Sound judgment and enterprise-wide mindset in decision-making
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

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact