Consumer Investments Money Movement Service Representative

Responsibilities

• Provide quality service and efficient operations support for consumer investments and money movement transactions via inbound and outbound calls.
• Process transactions according to established procedures and prescribed processes to support Merrill.
• Handle routine and standard operational functions including report generation, account opening, trade processing, and payment processing.
• Employ a high risk and fraud prevention mindset to ensure the security of client accounts and minimize loss to the company.
• Assist with managing phone calls, email boxes, and processing queues.

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 strong research skills and attention to detail.
• Willingness to identify and implement process improvements.

Preferred Qualifications

• Previous experience in customer service or a call center environment.
• Experience specifically handling money movement transactions.
• Ability to multi-task effectively 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.