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Ongoing Support Generalist

Company: Bank of America
Location: Lincoln
Posted on: January 23, 2023

Job Description:

Ongoing Support GeneralistLincoln, Rhode IslandJob Description:As an Ongoing Support Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve . Generalists will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity.Required Skills:

  • Strong organizational and time management skills
  • Attention to detail and follow through on assignments
  • Ability to multi-task and independently prioritize his/her workload
  • Work as sole contributor and as a team player as required
  • Strong analytical and problem solving skills
  • Excellent communication skills-verbal and writtenPreferred Skills:
    • Customer Service and/or call center experience
    • Knowledge of Merrill systems, products and applicationsEnterprise Job Description:Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. 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.Job Band:H7Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:250Job Description:As an Ongoing Support Generalist your responsibilities will include providing timely resolution on routine service and inquiries that come into the group from a variety of channels. Generalists are expected to understand and demonstrate cultural awareness, integrity and ability to work as part of a team and build cross business partnerships. You will process incoming documents and emails related to client accounts and work CMC cases. You will make outbound calls on documents that need more information and resolve . Generalists will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution. You will be responsible for processing documents according to established policies & procedures and will be held accountable for accurate and timely processing of requests. Daily responsibilities will include data entry, account updates, and general processing of account forms such as client relationship agreements, beneficiary forms, address changes etc. Must provide high quality client centric customer service. Opportunity to become a certified trainer/mentor affording you the opportunity to advance your career. You will work in a high paced production environment and will need to meet or exceed certain metrics such as quality control and productivity.Required Skills:
      • Strong organizational and time management skills
      • Attention to detail and follow through on assignments
      • Ability to multi-task and independently prioritize his/her workload
      • Work as sole contributor and as a team player as required
      • Strong analytical and problem solving skills
      • Excellent communication skills-verbal and writtenPreferred Skills:
        • Customer Service and/or call center experience
        • Knowledge of Merrill systems, products and applicationsEnterprise Job Description:Processes routine/standard transactions according to established procedures and prescribed processes in support of Merrill. 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. Representatives must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. May assist with phone calls, email boxes and processing queues. 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.Shift:1st shift (United States of America)Hours Per Week:40Learn more about this roleFull timeJR-22089964Band: H7Manages People: NoTravel: NoManager:Talent Acquisition Contact:Tia BurkeReferral Bonus:250Rhode Island pay and benefits informationRhode Island pay range:$ 22.00 - $ 25.50hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, Providence , Ongoing Support Generalist, Other , Lincoln, Rhode Island

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