Senior Solutions Specialist

Bank of America

. Support front-line Consumer Investment associates in delivering an efficient, high-quality client experience .

Posted 11/12/2026full-timeHunt Valley • Maryland • United StatesSenior💰 $70,000 - $83,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Merrill Edge products and operational processes while providing high-quality client support and relationship management. Capable of coaching others and managing multiple tasks in a fast-paced environment with sound judgment and critical thinking.

Highest-signal resume keywords

Expert Knowledge Of Internal PoliciesRelationship Management SkillsExceptional Critical ThinkingStrong Business AcumenOrganizational And Time Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational SupportAccount OpeningMoney MovementClient Due DiligenceCase ResolutionProduct SupportService Issue ResolutionApproval ProcessesRisk MitigationOperational Processing

Soft Skills

Coaching AbilityProblem-Solving SkillsVerbal CommunicationWritten CommunicationListening Skills

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Consumer InvestmentsMerrill ProductsClient ExperienceWhite-Glove ServiceDynamic Environment

About the role

Key responsibilities & impact

Support front-line Consumer Investment associates in delivering an efficient, high-quality client experience
Intake and own resolution of operational support requests from creation through completion
Handle account opening, money movement, ongoing maintenance, onboarding, funding, servicing, product, and tutorial support inquiries across Merrill products
Partner with front-line associates through the pod model and build valued relationships
Provide end-to-end white-glove service, point-of-call resolution, research, and proactive support
Follow up with clients and partners at each stage of case resolution
Act as an expert on Merrill Edge products, services, and operational processes
Handle complex Merrill service and product issues
Provide approvals for customer inquiries and escalations
Mitigate risk and ensure exceptions and approvals comply with policies and procedures
Support client due diligence refresh fulfillment and operational processing initiatives
Support Consumer Investments goals related to performance, client/associate satisfaction, and organizational efficiency
Provide coaching and participate in interim leadership opportunities as business needs arise
Licensed associates may provide inbound call coverage for client-facing teams during high call volume

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Relationship management skills and ability to anticipate business partner needs
Strong business acumen and in-depth understanding of the Consumer Investments operating model and value proposition
Exceptional critical thinking and problem-solving skills
Proven ability to coach others and willingness to exceed expectations
Excellent verbal, written, and listening skills
Exceptional organizational and time management skills
Sound judgment in decision-making
Ability to work with minimal supervision
Expert knowledge of internal policies, procedures, and processes
Ability to handle and expedite multiple tasks in a dynamic, fast-paced environment
Licensed associates may provide inbound call coverage for client-facing teams during high call volume (licensed-only posting)

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact
Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Annual discretionary incentive award based on individual, business line/group, and company performance
Benefits eligibility