1 day old
2017-12-102018-01-09

Merrill Edge Ongoing Support Generalist

Bank of America
Rolling Meadows, IL
  • Job Code
    bankofamerica-17078229RollingMeadowsIL
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Company Bank of America

Job Title Merrill Edge Ongoing Support Generalist

Jobid bankofamerica-17078229RollingMeadowsIL

Location: Rolling Meadows, IL, 60008, USA

Description **Job Description:**



Position Description



Generalist: Provide timely resolution on routine service inquiries that come into group from a variety of channels: process incoming documents, emails, etc. related to client documents for Edge accounts; work SSRs; limited client outreach but calls out when necessary. Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: data entry, account updates, and general processing of account forms. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Generally 1 year or more experience is preferred.



Responsibilities of an Ongoing Support associate include assisting account holders and Financial Solutions Advisors in accurately processing client documentation to update client accounts on the Edge platform. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. Associates must keep abreast of procedures and demonstrating the ability to translate by processing inbound paperwork accordingly. On average, an Account Maintenance Associate processes approximately 60-100 image documents per day depending on overall volume.



**Required Skills: "MUST" have these skills to be minimally qualified.**



This position requires an ability to multi-task and independently prioritize his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department metric requirements, such as schedule adherence, call/document tracking (Siebel) and accuracy. Associates will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. Must deliver high quality customer experience, stressing client focus, product knowledge, and problem resolution.



• Superior client service skills including excellent listening skills and professional phone/mail etiquette



• Accurate data entry skills



• Good organizational and time management skills



• Strong analytical and problem solving skills



• Track record of attention to detail and follow through on assignments



• Keep current and comply with regulatory requirements



• Apply sound judgment and enterprise-wide mindset in making decisions



• Foster collaborative relationships within and across business units and sectors



• Anticipate and understand client needs and concerns



• Operational experience preferred



• Self-starter, must be willing to asks questions and constantly seek ways for process improvement.



• Must develop a deep understanding of their process quickly and be able to speak to their process across all levels of the organization.



• Acts with a sense of urgency and creates this in others



• Track record of attention to detail and follow through on assignments



• Working knowledge of Microsoft Office Products; Word & Excel



**Desired Skills**



• College degree or equivalent work experience desired



• Client/Customer Service background preferred



• Knowledge of ML/BAC policies, procedures and Core Values



• Series 7 & 66 registration preferred, not required



Enterprise Role Overview



Generalist: Provide timely resolution on routine service inquiries that come into group from a variety of channels: process incoming documents, emails, etc. related to client documents for Edge accounts; work SSRs; limited client outreach but calls out when necessary. Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: data entry, account updates, and general processing of account forms. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Generally 1 year or more experience is preferred. Responsibilities of an Ongoing Support associate include assisting account holders and Financial Solutions Advisors in accurately processing client documentation to update client accounts on the Edge platform. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. Associates must keep abreast of procedures and demonstrating the ability to translate by processing inbound paperwork accordingly. On average, an Account Maintenance Associate processes approximately 60-100 image documents per day depending on overall volume. Enterprise Description: Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.



**Posting Date** : 11/27/2017



**Location** :

Rolling Meadows, IL, 1600 Golf Rd (IL3511),

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Merrill Edge Ongoing Support Generalist

Bank of America
Rolling Meadows, IL

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Merrill Edge Ongoing Support Generalist

Bank of America
Rolling Meadows, IL

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