Production Specialist II - Wholesale Lockbox - 1st Shift

Posted:
10/9/2024, 5:00:00 PM

Location(s):
Dallas, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ IT & Security

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.

Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, call center support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment, reconciling, statement rendering, MICR/image, float, lock box, remittance, ATM deposit, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Intermediate level position performs routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Decisions have some impact on internal and external customer relationship.


Responsible for accurate and timely keying of information from images or original documents according to customer instructions.  Data keyed must be highly accurate and pass various edits.

  • Use full keyboard and numeric pad. 

  •  Enter data based on customer instructions and screen prompts

  •  Acknowledge out of balance transactions

  •  Complete all tasks by customer’s specified deadlines.

  • Communicate computer system problems 

  •  Other assigned duties

1st Shift - Monday through Friday 8:00am-4:30pm

Responsibilities:

  • Addresses issues in production proactively and handles complex client escalations

  • Prioritizes and organizes work to increase effectiveness, efficiency, and productivity

  • Monitors and reviews documentation requirements

  • Resolves peer or customer escalations and inquiries

  • Executes on policies and procedures in connection with firm policies and guidelines regarding document management

Required Qualifications:

  • 1+ year of data entry experience

  • Adept at 10-key data entry by touch

  • General understanding of Lockbox

  • PC Literate

  • Ability to work under pressure

  • Ability to complete work quickly

  • Ability to work in team environment

  • Ability to organize and set priorities

  • Ability to communicate effectively

  • Detail & Quality oriented

  • Ability to work with little supervision

  • Ability to work over when needed

  • Ability to detect and handle unusual situations

  • Ability to adapt to new methods in an automated environment

  • Ability to identify processor and remitter errors

  • Ability to handle high volumes of work

  • Good hand eye coordination

  • Ability to grasp basic data processing concepts/procedures

  • Ability to solve problems logically

  • Ability to maintain minimum production standards

Desired Qualifications:

  • Previous Lockbox experience

Skills:

  • PC literate

  • Ability to work under pressure

  •  Ability to complete work quickly

  • Ability to work in team environment

  • Ability to organize and set priorities

  • Ability to communicate effectively

  • Detail & Quality oriented

  • Ability to work with little supervision

  • Ability to work over when needed

  • Ability to detect and handle unusual situations

  • Ability to adapt to new methods in an automated environment

  • Ability to identify processor and remitter errors

  • Ability to handle high volumes of work

  • Good hand eye coordination.

  • Ability to grasp basic data processing concepts/procedures

  • Ability to solve problems logically

  • Ability to maintain minimum production standards 

  • General understanding of Lockbox.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Bank of America

Website: https://bankofamerica.com/

Headquarter Location: Charlotte, North Carolina, United States

Employee Count: 10001+

Year Founded: 2007

Last Funding Type: Seed

Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech