Consumer Investments - Operations Case Manager - Chandler, AZ

Bank of America; Chandler (AZ); On-site; USD 48,000 - 76,000; Full time

Job summary

Bank of America in Chandler is seeking an Operations Case Manager to provide white-glove service to colleagues and clients on inquiries related to sensitive account changes. You will manage requests in areas such as Abandoned Property, Divorce, Power of Attorney, and 529 Maintenance, handling calls, emails, queues, and research.

The role emphasizes client focus, product knowledge, and timely resolutions. You will partner with internal teams, assist management with complex issues and process

Qualifications

• Experience delivering high-quality customer service.
• Ability to prioritize and manage workload under pressure.
• Strong written and verbal communication skills.
• Familiarity with handling sensitive account changes.

Responsibilities

• Process transactions according to established procedures.
• Provide proactive outreach to clients and internal partners.
• Assist with phone calls, email boxes, and processing queues.
• Identify and resolve escalations to improve client experience.

Skills

Client Service

Multi-tasking

Professional Work Attitude

Organizational Skills

Analytical & Problem Solving

Attention to Detail

Verbal & Written Communication

Team Collaboration

Tools

Merrill systems

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 an 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As an Operations Case Manager , you will provide white glove service to colleagues and clients on inquiries that are related to sensitive and crucial account changes. As a Case Manager you must have a desire to deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. This is a rewarding position where you are empowered to take ownership, facilitate paperwork and processes. You will be directly responsible for assisting clients in four specific areas of specialty. These areas include Abandoned Property, Divorce, Power of Attorney and 529 Maintenance requests. Within these specialties you will assist with phone calls, email boxes, processing queues, and research and resolve escalations. Case Managers assist with document remediation by making critical account changes and/or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients. You will be required to do proactive outreach to account owners and third parties to ensure their needs are met, in most cases you will act as a liaison between third parties and clients, to ensure that both parties are aware of what documents are needed in order to remediate and complete their specific request/needs. They must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. There are strong opportunities to assist management with complex issues, process improvements, and new initiatives to better the client experience while developing leadership abilities.

Required Qualifications:

• Strong client service skills
• Ability to multi-task and independently prioritize his/her workload.
• Demonstrate a cooperative and professional work attitude
• Capable of multi-tasking and working efficiently under stress and high volume
• Strong organizational, time management and teamwork skills
• Strong analytical, negotiation and problem solving skills
• Foster collaborative relationships within and across business units
• Attention to detail and follow through on assignments
• Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
• Demonstrate excellent verbal, written and listening skills
• Apply sound judgment and enterprise-wide mindset in making decisions
• Understand and demonstrate cultural awareness, integrity and ability to work as part of team

Desired Qualifications:

• Customer Service and/or call center experience preferred
• Knowledge of Merrill systems, products and applications
• Strong communication skills, both written and verbal
• Ability to be flexible and open to change within the line of business

Enterprise Job Description:

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 providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

• Processes transactions according to established procedures and prescribed processes required
• Demonstrates operational discipline while handling complex and diverse 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

Additional Skills Used:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process Effectiveness
• Active 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