Bank of America GWIM Senior Operations Representative in Jacksonville, Florida

Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Job responsibilities:

  • Responsible for the processing of client instructed asset transfers either in to or out of US Trust custody

  • Work closely with internal and external partners, including back office and front office contacts

  • Provide white glove customer service, ensuring the client’s instructions are processed in a timely and accurate manner

  • Liaison with internal partners to coordinate the resolution of various client issues relating to the transfer process

  • Provide testing support before and after new technology is released

Required skills:

  • Bachelor’s Degree

  • Strong organization skills

  • Work independently as well as within a team

  • Ability to multi-task and meet deadlines

Desired skills:

  • Highly motivated

  • Asset Transfer Related Experience

  • Excellent analytical/reconciliation and written/verbal communication skills

Posting Date : 08/18/2017

Location : US-FL-Jacksonville

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Monday - Friday 8:00am-5:00pm

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