GWIM Senior Operations Representative
Bank of America
30,723 reviews
Tampa, FL 33607
Full-time
Bank of America
30,723 reviews
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Job details
Job Type
Full-time
Full Job Description Job Description:
Job Description
GWIM Senior Operations Representative is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with the Merrill Lynch Branch Office, predominately the Client Associate, and participants to assist them with establishing and maintaining brokerage accounts. This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and FINRA. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, 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. 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. Generally 1 year or more experience is preferred.
Required skills:
• Strong verbal communication skills
• Strong problem resolution and decision making skills
• Highly-motivated mindset
• Adapt to change in a highly evolving industry
• Collaborative mindset
• Analytical thinking
Job Band:
H7
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Monday - Friday, 8:00am - 5:00pm
Referral Bonus Amount:
0