Digital Onboarding & Accounts Specialist

Bank of America; Jacksonville (FL); Sur place; USD 34 000 - 41 000; Plein temps

Résumé du poste

Bank of America is seeking an Online Account Opening Specialist to support the onboarding of new digital accounts. You will review online applications, verify client information, and follow up with clients to gather missing data while delivering high-quality service.

Based on first shift in the United States, you will support multiple operations functions including data entry, account opening, and inquiries, upholding bank policies and standards with strong attention to detail.

Qualifications

• Must meet performance, productivity, quality, and service-level metrics in a fast-paced environment.
• Ability to multi-task and prioritize workload effectively.
• Strong client focus and problem resolution skills.
• Attention to detail and analytical thinking.
• Excellent verbal and written communication.

Responsabilités

• Review and remediation of online account applications submitted through MerrillEdge.com.
• Verify client information for completeness and client verification per policies.
• Follow up with clients to gather missing information and set expectations.
• Provide high quality customer service with product knowledge.
• Demonstrate strong client focus and effective problem resolution.
• Process transactions and support multiple operations functions including data entry and account opening.

Connaissances

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

Formation

High School Diploma

Outils

Merrill Systems

Description du poste

Bank of America is seeking an Online Account Opening Specialist to support the onboarding of new digital accounts. You will review online applications, verify client information, and follow up with clients to gather missing data while delivering high-quality service.

Based on first shift in the United States, you will support multiple operations functions including data entry, account opening, and inquiries, upholding bank policies and standards with strong attention to detail.