Bank of America Corporation
Investments Asset Transfer Processor at Bank of America Corporation Hunt Valley,
Bank of America Corporation, Cockeysville, Maryland, United States, 21030
Overview
Investments Asset Transfer Processor job at Bank of America Corporation. Hunt Valley, MD.
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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Investments Asset Transfer Processor
is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area\'s internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client’s or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management skills, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.
Required Qualifications
Problem Solving and Decision-Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
Strong ownership and resolution skills
Good organizational and time management skills
Provide top-level service support and education to clients and partners through different means of communication
Detail Oriented- Must be able complete tasks with minimal errors
Demonstrate a cooperative, professional, and positive work demeanor
Exceptional critical thinking / problem solving skills to immediately address escalated client issues
Desired Qualification
Operations processing experience
Customer Service experience
Experience with money movement transactions
Ability to multi-task
Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
Able to adapt to changing environment while meeting metric requirements
Apply sound judgment in making decisions
Enterprise
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.
Responsibilities:
Processes transactions according to established procedures and prescribed processes
Demonstrates operational discipline while handling routine and standard 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
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Investments Asset Transfer Processor
is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area\'s internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client’s or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management skills, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.
Required Qualifications
Problem Solving and Decision-Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
Strong ownership and resolution skills
Good organizational and time management skills
Provide top-level service support and education to clients and partners through different means of communication
Detail Oriented- Must be able complete tasks with minimal errors
Demonstrate a cooperative, professional, and positive work demeanor
Exceptional critical thinking / problem solving skills to immediately address escalated client issues
Desired Qualification
Operations processing experience
Customer Service experience
Experience with money movement transactions
Ability to multi-task
Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision
Able to adapt to changing environment while meeting metric requirements
Apply sound judgment in making decisions
Enterprise
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.
Responsibilities:
Processes transactions according to established procedures and prescribed processes
Demonstrates operational discipline while handling routine and standard 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
Shift:
1st shift (United States of America)
Hours Per Week:
40
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