Digital Account Opening & Operations Specialist

Bank of America

Pennington (NJ)

On-site

USD 3,452,000 - 4,151,000

Full time

9 days ago

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking an Online Account Opening Specialist in Pennington, NJ to support onboarding of new digital accounts and deliver exceptional client care at the inception of the relationship. The role emphasizes accurate information, verification, and handling complex inquiries with a focus on attention to detail and strong product knowledge in a fast-paced, service-driven environment.

Ideal candidates bring customer service experience, familiarity with Merrill systems, and a

Qualifications

Demonstrated ability to consistently meet or exceed performance metrics in a fast-paced, metrics-driven environment.
Proven ability to balance client needs, quality standards, and business objectives.
Ability to multi-task and independently prioritize workload.
Strong customer service focus and product knowledge.
Cooperative and professional work attitude.

Responsibilities

Review and remediation of online account applications submitted via MerrillEdge.com.
Verify client information for completeness and compliance with firm policies.
Follow up with clients to gather information and set expectations.
Deliver high-quality customer service with strong client focus and product knowledge.
Demonstrate attention to detail and effective problem resolution.
Provide accurate information by staying current with procedures.