Same-Day Account Onboarding Specialist

National Black MBA Association; Northern (KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a Private Bank Onboarding & Maintenance associate to support the creation, onboarding and maintenance of client accounts with accuracy and efficiency. You will collaborate with internal partners and ensure documentation meets guidelines.

Responsibilities include handling a high volume of requests with same-day processing up to 24 hours, resolving data discrepancies, and delivering quality service while following established procedures.

Qualifications

• Minimum 6 months’ experience in operations, banking, account management and customer service.
• Basic understanding of account opening process and policies.
• Experience finding and resolving data inconsistencies in detailed client provided documents and internal bank systems.
• Experience following standard operating procedures.
• Experience interacting with partners via email and chat.

Responsibilities

• Performs onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information.
• Finds criteria to approve/decline the request for account opening according to the established written guidelines and procedures.
• Researches and resolves data errors by applying procedures and engaging support partners when needed.
• Responds to internal business partner inquiries related to service requests via email and escalates more challenging issues to leadership as needed.
• Independently manages a case load of onboarding or maintenance requests, by prioritizing tasks according to due dates and other factors to ensure prompt completion of work.
• Develops an understanding of the process flow from start to finish, including the purpose of key steps, basic process controls, and how their work connects to upstream and downstream activities within the immediate work group.

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Attention to Detail

Collaboration

Written Communications

Prioritization

Recording/Organizing Information

Result Orientation

Job description

Bank of America is seeking a Private Bank Onboarding & Maintenance associate to support the creation, onboarding and maintenance of client accounts with accuracy and efficiency. You will collaborate with internal partners and ensure documentation meets guidelines.

Responsibilities include handling a high volume of requests with same-day processing up to 24 hours, resolving data discrepancies, and delivering quality service while following established procedures.