Investment Cashiering Representative
Lincoln, Rhode Island;Jacksonville, Florida
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. 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!
The Investment Cashiering associate is a member of a dynamic nation-wide team that executes critical processing on behalf of Consumer Investments / Merrill Edge clients. We are looking for hard-working self-motivated individuals interested in learning and becoming process experts across our core functions. Successful candidate should be eager to learn quickly and take pride in delivering reliable, efficient, and accurate execution.
Primary functions of the team include:
- Inbound mail review and routing (scanning to upload to account or distribute electronically)
- Check and stock/bond deposit processing
- Trade correction processing and research
- Account credit/debit processing
- Account closure processing (termination of accounts; assuring client closeout requests have been honored)
- Application and removal of account restrictions
- Other operational processing and remediation efforts aligned to this workgroup
Enterprise 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 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.
Required Qualifications :
- Strong organizational, time management and teamwork skills
- Attention to detail and ownership of assigned work
- Ability to prioritize and adapt across multiple processes
- Ability to work cooperatively with a dynamic team
- Strong organizational, time management and teamwork skills
- Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
- Demonstrate excellent verbal, written and listening skills
- Understand and demonstrate cultural awareness, integrity and ability to work as part of a teams
Desired Qualifications :
- Customer Service and/or call center experience preferred
- Knowledge of Merrill systems, products and applications
- Able to adapt to changing environment while meeting metric requirements
- Apply sound judgment in making decisionsk
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541)
Pay and benefits information
Pay range
$23.00 - $26.12 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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
