Consumer Investments Money Movement Service Representative
Not Disclosed•Full-TimeOn-site
location_onU-Haul Self-Storage, Philips Highway, South Metro, Jacksonville, Duval County, Florida, 32207, United States
About the Team
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to a diverse and inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.
About the Role
The Consumer Investments Money Movement Service Representative is a vital part of our team, responsible for providing quality service and efficient operations support to internal business partners and external clients. You will serve as a world-class service provider for Bank of America and Merrill clients, handling inbound and outbound calls while processing financial service transactions.
In this role, you will manage routine and standard transactions according to established procedures, employing a high-risk and fraud prevention mindset to ensure the security of client accounts and minimize risk to the company. You will cover operational functional areas such as trade processing, payment processing, and data entry, while assisting with phone calls, email queues, and report generation. When faced with complex problems, you will refer them to management, ensuring that every client interaction is handled with patience, composure, and a strong service attitude.
Hiring Process
To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Please review the application link to confirm your eligibility before submitting your materials.
Equal Opportunity & Workplace Culture
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. We affirm in policy and practice our support for the concept of equal employment opportunity.
We are committed to creating a workplace free from the dangers of illegal and illicit drug use and alcohol abuse. Bank of America maintains a Drug-Free Workplace and Alcohol Policy to ensure a safe work environment. We are also committed to an in-office culture with specific requirements for office-based attendance, though we allow for an appropriate level of flexibility based on role-specific considerations. If you have a disability or sincerely held religious belief requiring a reasonable accommodation, you must seek an accommodation through the Bank's required process before your first day of work.
Work location
Work model: On-site
U-Haul Self-Storage, Philips Highway, South Metro, Jacksonville, Duval County, Florida, 32207, United States
Jacksonville, Florida
Key Responsibilities
- check_circleProcess routine and standard financial transactions according to established procedures
- check_circleCover operational functional areas including account opening, trade processing, and data entry
- check_circleManage phone calls, email queues, and processing workflows to ensure efficient operations
- check_circleApply high-risk and fraud prevention mindsets to secure client accounts and minimize company loss
- check_circleHandle inbound and outbound calls to provide world-class service to clients and advisors
- check_circleRefer complex problems and issues to management for resolution
Requirements
- verifiedMust be at least 18 years of age
Nice to Have
Customer Service and/or call center experience, Experience with money movement transactions, Ability to multi-task
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Frequently asked questions about Consumer Investments Money Movement Service Representative at Bank of America
What does a Consumer Investments Money Movement Service Representative at Bank of America do?expand_more
A Consumer Investments Money Movement Service Representative at Bank of America is responsible for the following: Process routine and standard financial transactions according to established procedures; Cover operational functional areas including account opening, trade processing, and data entry; Manage phone calls, email queues, and processing workflows to ensure efficient operations; and Apply high-risk and fraud prevention mindsets to secure client accounts and minimize company loss.
What are the requirements for this Consumer Investments Money Movement Service Representative role?expand_more
To qualify for the Consumer Investments Money Movement Service Representative at Bank of America position, applicants should have: Must be at least 18 years of age.
Where is the Consumer Investments Money Movement Service Representative role at Bank of America located?expand_more
Consumer Investments Money Movement Service Representative at Bank of America is based in U-Haul Self-Storage, Philips Highway, South Metro, Jacksonville, Duval County, Florida, 32207, United States. This is a on-site role.
Is this Consumer Investments Money Movement Service Representative job remote, hybrid, or on-site?expand_more
Bank of America has listed this Consumer Investments Money Movement Service Representative role as on-site.
How much experience is required for this Consumer Investments Money Movement Service Representative role?expand_more
Candidates for Consumer Investments Money Movement Service Representative at Bank of America should have mid level.
What skills do you need for the Consumer Investments Money Movement Service Representative role at Bank of America?expand_more
Key skills for Consumer Investments Money Movement Service Representative at Bank of America include Account Management; Data Collection And Entry; Process Management; Business Process Analysis; Customer Service Management; Data Quality Management; and Business Operations Management.
What category does the Consumer Investments Money Movement Service Representative role belong to?expand_more
Consumer Investments Money Movement Service Representative at Bank of America is part of the accounting & finance job category on Recrutus.