Accounts Onboarding & Operations Specialist

Bank of America; Pennington (NJ); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking an Operations Support professional to assist with onboarding and maintenance of client accounts, following established guidelines and procedures. You will provide quality service and effective operations support for internal partners and external clients.

The role involves handling inquiries, performing basic research, and escalating risks with guidance from team leads for more complex issues.

Qualifications

• Experience evaluating detailed client documents for accuracy and compliance with requirements to approve completion of work.
• Experience following standard operating procedures and resolving issues with partners.
• 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 risk mitigation steps and escalates complex issues to leadership.
• Researches and resolves data issues by following documented procedures and engaging support partners when necessary.
• Responds to internal business partner inquiries about errors or reporting to support operational efficiency and quality service.
• Performs basic research and follow-up, manages a case load by prioritizing tasks to ensure prompt completion with support from a more tenured team member.
• Understands the process flow end-to-end including controls, risks and upstream/downstream impacts.

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 in Pennington, NJ is seeking an Operations Support professional to assist with onboarding and maintenance of client accounts, following established guidelines and procedures. You will provide quality service and effective operations support for internal partners and external clients.

The role involves handling inquiries, performing basic research, and escalating risks with guidance from team leads for more complex issues.