Consumer Investments Operations… at Bank of America · Fort Worth

Consumer Investments Operations Specialist - Fort Worth, TX

Location: Fort Worth

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Enterprise Job Description:
Here is an exciting opportunity to grow your career with our Operations group. Specialist’s process paperwork and provide service to associates and clients on inquiries that are related to time sensitive account updates. As a Specialist you must have a desire to deliver high quality customer service, process efficiently and with accuracy. This is a rewarding position where you are empowered to take ownership, facilitate paperwork and processes. You will be directly responsible for assisting clients in areas that include funds transfer, margin and options to name a few. In addition, Specialists assist with phone calls, email boxes, processing queues, and research and resolve escalations. Specialists assist with document remediation by making critical account changes and/or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients. You will be required to do proactive outreach to account owners and associates to ensure that both parties are aware of what documents are needed to remediate and complete their specific request/needs. They must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. There are strong opportunities to assist management with complex issues, process improvements, and new initiatives to better the client experience while developing your personal Qualification set.

Required Qualifications:

• Strong customer service Qualifications
• Ability to multi-task and independently prioritize his/her workload.
• Demonstrate a cooperative and professional work attitude
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational, time management and teamwork Qualifications
• Strong analytical and problem-solving Qualifications
• Foster collaborative relationships within and across business units
• Attention to detail and follow through on assignments
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
• Demonstrate excellent verbal, written and listening Qualifications
• Apply sound judgment and enterprise-wide mindset in making decisions
• Understand and demonstrate cultural awareness, integrity and ability to work as part of team

Desired Qualifications:

• Customer Service and/or call center experience preferred
• Demonstrated ability to process high volumes of documents with accuracy and speed
• Strong communication Qualifications, both written and verbal
• Ability to be flexible and open to change within the line of business

Responsibilities:

• Processes transactions according to established procedures and prescribed processes required
• Demonstrates operational discipline while handling complex and diverse operational functions
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
• Assists with phone calls, email boxes, and processing queues

Skills:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process Effectiveness
• Active Listening
• Continuous Improvement
• Customer Service Management
• Data Quality Management
• Result Orientation
• Attention to Detail
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40