Investments Asset Transfer Processor - Chandler, AZ at Bank of America

Chandler, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

26 Sep, 26

Salary

0.0

Posted On

28 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

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

Industry

Banking

Description

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 is core to how we drive Responsible Growth. This includes our commitment to being an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Enterprise Job Description: The 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 Qualifications, 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. 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 Required Qualifications: Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, 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 Qualifications Good organizational and time management Qualifications 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 Qualifications to immediately address escalated client issues Desired Qualifications: 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 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 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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Responsibilities

The role involves processing incoming and outgoing money and asset transfer requests for Bank of America and Merrill clients. Responsibilities include document review, internal and external communication, and maintaining a high risk and fraud prevention mindset.