Advanced Research & Adjustment Specialist

Bank of America; Fort Worth (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

Bank of America in Fort Worth is seeking a Research & Adjustment Representative to resolve inquiries within the bank's guidelines. You will handle complex and escalated cases, review documents such as Powers of Attorney and trust docs, and deliver accurate client care supporting bank procedures.

This role focuses on compliance and seamless client service across multiple systems. Within NS&S, you will guide Financial Center partners, maintain case integrity, and document actions in the OneService

Qualifications

• 1+ years of client service experience in a service setting.
• Basic understanding of banking products and operations.
• Ability to follow complex procedures with state-specific guidance.
• Strong written communication to document activity in systems.
• Customer focus and ability to meet expectations.

Responsibilities

• Assists peers and leadership with resolving complex, time sensitive exceptions.
• Handles escalations from business partners with clear email and phone communication.
• Reviews and validates departmental procedures to improve efficiencies.
• Performs routine or complex account maintenance based on client type.
• Maintains high-volume portfolios.
• Documents actions taken on behalf of the client.
• Delivers a positive client experience following the Get it Right pillar.
• Manages a work queue to meet SLA deadlines.
• Determines validity of requests and needed processes.
• Executes processes using multiple systems and corrects for balance issues.
• Documents activity with proper business format.
• Gains understanding of client situations and options.
• Proposes compliant recommended actions.
• Maintains adherence to SLAs and laws.

Skills

Attention to Detail

Written Communication

Analytical Thinking

Customer Focus

Problem Solving

Decision Making

Adaptability

Team Collaboration

Education

High School Diploma

Job description

Bank of America in Fort Worth is seeking a Research & Adjustment Representative to resolve inquiries within the bank's guidelines. You will handle complex and escalated cases, review documents such as Powers of Attorney and trust docs, and deliver accurate client care supporting bank procedures.

This role focuses on compliance and seamless client service across multiple systems. Within NS&S, you will guide Financial Center partners, maintain case integrity, and document actions in the OneService