Account Onboarding & Operations Analyst

Bank of America; Pennington (NJ); Vor Ort; USD 34.000 - 47.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Paid time off

Zusammenfassung

Bank of America is seeking a detail-oriented onboarding specialist to support opening and maintaining client accounts. You will review documentation, validate requests, and coordinate with internal partners to ensure accurate setups and timely processing.

The role emphasizes compliance, risk awareness, and excellent service through multiple channels. Ideal candidates will manage multiple tasks, navigate complex documentation, and maintain strong collaboration with teams while adhering to the

Qualifikationen

• Ability to resolve data inconsistencies in highly detailed documents and systems.
• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• Flexibility within hours 8:00 AM – 6:00 PM Monday to Friday.

Aufgaben

• Performs onboarding and maintenance of accounts and reviewing required account documentation by validating items for good order, and completing required updates by reviewing requests and supporting documents to determine requirements and complete account openings or updates.
• Reviews and approves required account documentation by approving or completing cases and obtaining legal review or approved exceptions when needed by validating documentation before initiating funding and account setup activities.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests by monitoring asset and cash transfers, resolving outstanding items, and completing final request reviews.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates, returning items for missing information, and confirming when requests are completed by communicating outstanding requirements and confirming completion of account requests.
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by executing control reports and storing required evidence by performing quality reviews, correcting defects, and ensuring accounts are opened or updated accurately.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational

Kenntnisse

Account Mgmt

Customer Focus

Oral Comm

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Info Management

Results Orientation

Jobbeschreibung

Bank of America is seeking a detail-oriented onboarding specialist to support opening and maintaining client accounts. You will review documentation, validate requests, and coordinate with internal partners to ensure accurate setups and timely processing.

The role emphasizes compliance, risk awareness, and excellent service through multiple channels. Ideal candidates will manage multiple tasks, navigate complex documentation, and maintain strong collaboration with teams while adhering to the