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Account Funding Support Associate

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Job Details
Job Order Number
Company Name
Bank of America
Job Site Location

Chandler, AZ 85286
Job Description

Job Description:

Provide business support to various channels according to established procedures and prescribed processes in support of Merrill Edge associates and clients. Daily responsibilities will cover various operational and functional areas such as: asset transfers, incoming wires, asset liquidations, automated funding service, funds transfer services, account linking resolution, report generation, etc. The position will provide a high level of dedicated support in an effective and efficient manner for the assigned area’s internal business partners, associates and clients.

Responsibilities/Position Summary:

The Account Funding Team will act as a general resource and escalation point for account funding and asset transfers for all Merrill Associates. In this position the candidate will support all segments within the Merrill ecosystem through various channels, providing full ownership on issues that are unable to be resolved through normal operating procedures. Associates provide superior customer service to inquiries via internal and external telephone calls, email and service entries.

Required Skills & Abilities:

This position requires an ability to multi-task and independently prioritize his/her workload while demonstrating patient, composed customer service. Must demonstrate a cooperative and professional work attitude at all times, while possessing strong ownership and resolution skills. Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution.


+ Series 7 & 66 (63&65 in lieu of 66) stronglypreferred

+ Customer Service and/or call center experience required

+ Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette

+ Strong ownership and resolution skills

+ Good organizational and time management skills

+ Effective analytical and problem solving skills

+ Track record of attention to detail and follow through on assignments

+ Keep current and comply with regulatory requirements

+ Apply sound judgement and enterprise-wide mindset in making decisions

+ Foster collaborative relationships within and across business units and sectors

+ Anticipate and understand client needs and concerns

+ Customer Service and/or call center experience preferred

+ Working knowledge of Microsoft Office Products; Word & Excel

Enterprise Role Overview:

Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. Representatives must provide 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. May assist with phone calls, email boxes and processing queues. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.

Posting Date : 08/30/2019

Location :

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,

- United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

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Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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