Research & Adjustment Specialist III - Complex Inquiries

Bank of America; Fort Worth (TX); In loco; USD 42.000 - 66.000; Tempo pieno

Descrizione del lavoro

Bank of America is seeking a Research & Adjustment Representative to resolve inquiries within banking practices. You will investigate daily research requests, determine proper accounting entries, and address escalations while maintaining accurate documentation for clients.

The role emphasizes client care, compliance, and efficient handling of high-volume portfolios, with a 1st shift in the United States and standard 40-hour weeks.

Competenze

• Minimum 1+ years of experience in client service roles such as banking, food service, retail or sales.
• Basic understanding of banking products and operations.
• Ability to follow complex procedures and state-specific guidance.

Mansioni

• Resolve research and adjustment inquiries and determine accounting entries.
• Handle complex, time-sensitive exceptions and escalations from partners.
• Maintain high-volume portfolios and document actions taken for clients.
• Deliver accurate service aligned with client care pillars and SLAs.

Conoscenze

Attention to Detail

Critical Thinking

Customer Focus

Pipeline Management

Research

Active Listening

Decision Making

Problem Solving

Written Communications

Adaptability

Collaboration

Risk Management

Formazione

High School Diploma / GED / Secondary School or equivalent

Strumenti

Banking Systems

Descrizione del lavoro

Bank of America is seeking a Research & Adjustment Representative to resolve inquiries within banking practices. You will investigate daily research requests, determine proper accounting entries, and address escalations while maintaining accurate documentation for clients.

The role emphasizes client care, compliance, and efficient handling of high-volume portfolios, with a 1st shift in the United States and standard 40-hour weeks.