Digital Account Onboarding Specialist

Bank of America; Fort Worth (TX); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking an Online Account Opening Specialist to drive onboarding of new digital accounts and deliver exceptional client care at the inception of the relationship. You will review online applications, verify information, and provide clear, accurate responses to inquiries while maintaining high standards of accuracy and efficiency.

Role emphasizes attention to detail, robust product knowledge, and the ability to work across multiple operational functions in a fast-paced

Qualifications

• Demonstrated ability to meet or exceed performance, productivity, quality, and service-level metrics in a fast-paced environment.
• Balanced focus on client needs, quality standards, and business objectives.
• Ability to multi-task and independently prioritize workload.
• Deliver high quality partner support with product knowledge and effective issue resolution.
• Strong organizational skills and time management.

Responsibilities

• Review and process online account opening applications and verify client information per firm policies.
• Follow up with clients to gather missing information and set expectations.
• Provide accurate information and clear explanations to inquiries from all levels of personnel.
• Process transactions according to established procedures and handle diverse operational tasks.
• Support multiple operations areas including analyses, report generation, and data entry.
• Assist with phone calls, email boxes, and processing queues.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an Online Account Opening Specialist to drive onboarding of new digital accounts and deliver exceptional client care at the inception of the relationship. You will review online applications, verify information, and provide clear, accurate responses to inquiries while maintaining high standards of accuracy and efficiency.

Role emphasizes attention to detail, robust product knowledge, and the ability to work across multiple operational functions in a fast-paced