Online Account Opening Specialist - Operations Specialist

Back to search results Online Account Opening Specialist - Operations Specialist Pennington, New Jersey; Chandler, Arizona; Fort Worth, Texas; Jacksonville, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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!Job Description: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 providing 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. Job expectations include focusing on more complex processes.Line of Business Job DescriptionOnline Account Opening Specialists are critical to the development and growth of the business through the onboarding of new digital accounts. They drive exceptional client care at the inception of the client relationship. Responsibilities:Review and remediation of account applications that are submitted online via MerillEdge.comReview client information for completeness and client verification via the firms policies and proceduresFollow up with clients, gathering additional information, and setting expectations to fulfill the requestDeliver high quality customer service, while demonstrating strong client focus, product knowledgeKeen attention to detail and problem resolutionProvide internal and external clients with accurate information by keeping abreast of proceduresAbility to provide complete and concise explanations to inquiries made from all levels of personnel.Processes transactions according to established procedures and prescribed processes requiredDemonstrates operational discipline while handling complex and diverse operational functionsCovers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entryAssists with phone calls, email boxes, and processing queuesRequired Skills:Demonstrated ability to consistently meet or exceed established performance, productivity, quality, and service-level scorecard metrics in a fast-paced, metrics-driven environment.Proven ability to balance client needs, quality standards, and business objectivesAbility to multi-task and independently prioritize his/her workloadAbility to deliver high quality partner support, stressing partner/client needs, problem resolution, and service/product knowledge, contact center call management A cooperative and professional work attitude Capability to efficiently deliver under stress and high volume Strong organizational skills, time management and quality/production metric goals Interpret Relevant Policies, Procedures, Laws, Rules, and Regulations as applicable to cases Strong analytical thinking, negotiation and problem-solving skillsCritical thinking, Innovative thinking Ability to foster collaborative relationships within and across business units Attention to detailPersonal end-to-end ownership of task resolution Excellent verbal, written and active listening, customer and client focus Application of sound judgment and enterprise-wide mindset in making decisions Understanding and demonstration of cultural awareness, integrity and ability to work as part of teamDesired Skills:Some Customer Service and/or call center experience preferredKnowledge of Merrill systems, products and applications preferredSkills:Account ManagementAdaptabilityCustomer and Client FocusData Collection and EntryProcess EffectivenessActive ListeningContinuous ImprovementCustomer Service ManagementData Quality ManagementResult OrientationAttention to DetailBusiness Operations ManagementBusiness Process AnalysisCritical ThinkingProcess ManagementMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26031638 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. New Jersey pay and benefits information New Jersey pay range: $25.06 - $30.13 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved