Consumer Investments Money Movement Service Representative - Pennington, NJ

ghr; Minnesota; On-site; USD 34,000 - 38,000; Full time

Job summary

Bank of America is seeking a Money Movement Service Generalist to support Merrill clients and internal financial advisors. You will handle routine transactions and maintain high service standards in a fast-paced environment.

The role emphasizes risk awareness, accuracy, and collaboration with operations teams. Experience with money movement transactions and call center environments is valued. On-site in the United States, with a focus on efficient processing and compliance.

Qualifications

• Experience in customer service or call center environments.
• Experience with money movement transactions.
• Ability to multi-task and stay organized.
• Strong communication and problem-solving skills.

Responsibilities

• Processes transactions according to established procedures.
• Supports phone, email, and processing queues.
• Covers operations functions like analyses, data entry, and account activities.
• Refers complex issues to management for resolution.

Skills

Account Management

Adaptability

Customer Focus

Data Entry

Active Listening

Continuous Improvement

Customer Service

Data Quality

Result Orientation

Attention to Detail

Operations Management

Process Analysis

Critical Thinking

Process Management

Job description

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management. The Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Transaction processing includes employing a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company.

Responsibilities:

• Processes transactions according to established procedures and prescribed processes
• Demonstrates operational discipline while handling routine and standard operational functions
• Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
• Assists with phone calls, email boxes, and processing queues

Required Qualifications:

• Professional Demeanor: Demonstrating patience, composure, and client service attitude
• Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request
• Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems
• Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

Desired Qualifications

• Customer Service and/or call center experience
• Experience with money movement transactions
• Ability to multi-task

Skills:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process EffectivenessActive Listening
• Continuous Improvement
• Customer Service Management
• Data Quality Management
• Result Orientation
• Attention to Detail
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)Pay and benefits informationPay range$25.00 - $27.85 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.