Digital Account Onboarding Specialist

Bank of America; South Dakota; On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is seeking an Online Account Opening Specialist to support onboarding of new digital accounts and deliver exceptional client care at the outset of the relationship. You will review online applications, verify information, and follow up with clients to obtain missing items, ensuring accuracy and timely processing in a fast-paced, metrics-driven environment.

This role requires strong attention to detail, the ability to multi-task, and a collaborative approach across teams while

Qualifications

• High School Diploma or equivalent required.
• Experience in customer service or call center preferred.
• Ability to verify information accurately and follow procedures.

Responsibilities

• Review and remediation of online account applications.
• Verify client information and complete verification per policies.
• Follow up with clients to gather missing information and set expectations.
• Deliver high quality customer service with product knowledge and attention to detail.
• Handle inquiries from various personnel with clear explanations.

Skills

Customer service

Multi-tasking

Communication

Attention to detail

Problem solving

Education

High School Diploma / GED

Tools

Merrill systems

Job description

Bank of America is seeking an Online Account Opening Specialist to support onboarding of new digital accounts and deliver exceptional client care at the outset of the relationship. You will review online applications, verify information, and follow up with clients to obtain missing items, ensuring accuracy and timely processing in a fast-paced, metrics-driven environment.

This role requires strong attention to detail, the ability to multi-task, and a collaborative approach across teams while