Investment Cashiering Specialist
1 month ago
Job Summary
This role is responsible for providing exceptional service and operational support to internal business partners, external customers, and clients. Key responsibilities include handling routine transactions, referring complex problems to management, and prioritizing tasks across multiple processes.
Key Responsibilities
- Process transactions according to established procedures and prescribed processes.
- Demonstrate operational discipline while handling routine and standard operational functions.
- Cover one or more operations functional areas, such as analysis, report generation, opening new accounts, trade processing, payment processing, and data entry.
- Assist with phone calls, email boxes, and processing queues.
Requirements
- Strong organizational, time management, and teamwork skills.
- Attention to detail and ownership of assigned work.
- Ability to prioritize and adapt across multiple processes.
- Ability to work cooperatively with a dynamic team.
- Strong communication and problem-solving skills.
Preferred Qualifications
- Customer Service and/or call center experience.
- Knowledge of Merrill systems, products, and applications.
- Ability to adapt to changing environments while meeting metric requirements.
Working at Bank of America
At Bank of America, we're committed to helping our customers and clients achieve their financial goals. We're a company that's dedicated to making a positive impact in the communities we serve.
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