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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Utilizes various bank systems to capture customer due diligence data for high revenue treasury clients during account opening/maintenance processes.  Manages a pipeline of 30+ client requests, following a strict prioritization process to ensure timelines are met.  Validates required documents are provided, complete, and accurate while coordinating with business partners to obtain corrected documents, when needed.  Monitors communication channels (Outlook, Skype, Mattermost, etc.) for workflow updates, partner inquiries, status requests, escalations, and business updates.  Provide regular updates to internal and external business partners regarding client requests.

Job Responsibilities:

• Be a self-starter, demonstrate ownership, and become a subject matter expert.
• Leverage resources, procedures and manage desk routines to ensure tasks, timelines and responsibilities are met.
• Meet or exceed strict quality assurance standards. 
• Engage internal business partners to obtain the necessary information to submit Authority Management cases.
• Review legal documents for accuracy and completeness to ensure adequate data has been provided to meet regulatory, compliance, and LOB procedure guidelines.
• Utilize various bank systems to conduct business.
• Identifies and escalates process/procedure gaps to mitigate risk.
• Exercises judgment and discretion with respect to client relationships and problem resolution.

Required Qualifications:

• 1+ years of experience in the financial industry.
• 1+ years of experience reviewing legal documentation for accuracy and completeness.
• Experience with following and adhering to documented procedure.
• Ability to work in a fast-paced environment to drive quality goals while meeting aggressive delivery deadlines
• Detail-oriented with a history of strong quality performance
• Expert data entry skills with a focus on speed and accuracy.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Outlook
• Experience in working on a diverse team and client base.
• Quick and continuous learner with strong ability to adapt to change.

Desired Qualifications:

• Relationship management skills
• Proven ability to drive operational excellence while challenging the status quo and promoting positive change.
• 1+ years of data/records management experience
• 1+ years of quality assurance experience.
• 2+ years of experience in processes and systems within the GTMO organization.
• 5+ years of experience handling difficult situations with customers/clients in the financial industry.

Skills:

• Data entry
• Document and quality review
• Problem resolution
• Written and verbal communication
• Pipeline management

Shift:

1st shift (United States of America)

Hours Per Week: 

40