Consumer Investments Money Movement Service Representative

Responsibilities

• Process financial transactions according to established procedures and prescribed processes to support Merrill clients.
• Demonstrate operational discipline while handling routine and standard operational functions.
• Manage various operational areas including report generation, account opening, trade processing, payment processing, and data entry.
• Provide world-class service to clients and internal financial service advisors via inbound and outbound calls, emails, and processing queues.
• Employ a high risk and fraud prevention mindset to ensure the security of client accounts and minimize loss to the company.

Requirements

• Professional demeanor demonstrating patience, composure, and a client-service attitude.
• Strong analytical thinking and problem-solving skills to effectively manage risk and resolve issues.
• Ability to empathize with client needs and devote effort to satisfying requests.
• A risk management mindset with the ability to apply research skills and best practices.
• Initiative to identify and implement process improvements.

Preferred Qualifications

• Previous experience in customer service or a call center environment.
• Direct experience handling money movement transactions.
• Proven ability to multi-task in a fast-paced environment.

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We are committed to driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. We strive to be a diverse and inclusive workplace that supports the physical, emotional, and financial wellness of our employees.