Account Onboarding & Operations Specialist

Bank of America; Jacksonville (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a detail-oriented professional to support onboarding and maintenance of client accounts, ensuring accuracy and compliance with requirements. The role involves responding to inquiries, performing research, and escalating issues as needed to maintain efficiency and high-quality service.

The position emphasizes process understanding, risk mitigation, and collaboration with partners to resolve complex cases within a fast-paced environment.

Qualifications

• Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work.
• Experience following standard operating procedures, finding errors and working with partners to resolve issues.
• Experience interacting with partners via phone and email.

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution
• Reviews and approves required account documentation
• Reviews highly detailed documents or client account information for accuracy and completeness
• Conducts risk assessments for each request type, applies proper risk mitigation steps and escalates complex issues to leadership as needed
• Researches and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
• Responds to internal business partner inquiries about errors or reporting through phone and email to support operational efficiency and quality service
• Performs basic research and follow-up, manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work with significant support from a more tenured team member
• 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

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Numerical Reasoning

Job description

Bank of America is seeking a detail-oriented professional to support onboarding and maintenance of client accounts, ensuring accuracy and compliance with requirements. The role involves responding to inquiries, performing research, and escalating issues as needed to maintain efficiency and high-quality service.

The position emphasizes process understanding, risk mitigation, and collaboration with partners to resolve complex cases within a fast-paced environment.