Investments Asset Transfer Processor
Not Disclosed•Full-TimeOn-site
location_on7415, Commonwealth Avenue, Jacksonville, Duval County, Florida, 32220, United States
About Bank of America
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 by delivering 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 an inclusive workplace, developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
We are committed to an in-office culture with specific requirements for office-based attendance, while allowing for an appropriate level of flexibility based on role-specific considerations. Here, you can build a successful career with opportunities to learn, grow, and make an impact.
About the Role
The Investments Asset Transfer Processor serves as a vital support link for Bank of America and Merrill clients, as well as internal partners, managing incoming and outgoing money and asset transfer requests. This role is designed to provide high-level, dedicated support that is both effective and efficient.
In this position, you will handle document review and processing, manage email communications with internal partners, and make outbound calls to clients or counterparties. A critical component of your day-to-day work involves maintaining a high-risk and fraud prevention mindset to ensure the security of client accounts and minimize risk or loss to the company. You will be responsible for resolving incomplete transaction requests through direct contact or written correspondence, ensuring that all missing information is gathered to complete the transaction securely.
Hiring Process
Note: Specific interview steps and application instructions are not detailed in the source text.
Equal Opportunity
Bank of America is committed to being an inclusive workplace, attracting and developing exceptional talent, and making a positive impact in the communities we serve.
Work location
Work model: On-site
7415, Commonwealth Avenue, Jacksonville, Duval County, Florida, 32220, United States
Jacksonville, Florida
Key Responsibilities
- check_circleProcess incoming and outgoing money and asset transfer requests according to established procedures
- check_circleResolve incomplete transaction requests through client contact or written correspondence
- check_circleMonitor transactions with a high risk and fraud prevention mindset to ensure account security
- check_circleReview documents and manage processing queues for routine operational functions
- check_circleGenerate reports and perform data entry for assigned operational areas
- check_circleCommunicate with internal partners via email and contact clients or counterparties via outbound calls
- check_circleProvide top-level service support and education to clients and partners through various communication channels
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
Nice to Have
Operations processing experience, Customer Service experience, Experience with money movement transactions, Ability to multi-task, Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision, Able to adapt to changing environment while meeting metric requirements, Apply sound judgment in making decisions
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Skills, education and keywords
Skills: Account Management, Customer Service, Data Collection And Entry, Process Management, Business Operations Management, Business Process Analysis, Critical Thinking, Attention To Detail, Risk Management, Trade Processing.
Education: High School Diploma / GED / Secondary School required.
Frequently asked questions about Investments Asset Transfer Processor at Bank of America
What does a Investments Asset Transfer Processor at Bank of America do?expand_more
A Investments Asset Transfer Processor at Bank of America is responsible for the following: Process incoming and outgoing money and asset transfer requests according to established procedures; Resolve incomplete transaction requests through client contact or written correspondence; Monitor transactions with a high risk and fraud prevention mindset to ensure account security; and Review documents and manage processing queues for routine operational functions.
What are the requirements for this Investments Asset Transfer Processor role?expand_more
To qualify for the Investments Asset Transfer Processor at Bank of America position, applicants should have: High School Diploma / GED / Secondary School or equivalent.
Where is the Investments Asset Transfer Processor role at Bank of America located?expand_more
Investments Asset Transfer Processor at Bank of America is based in 7415, Commonwealth Avenue, Jacksonville, Duval County, Florida, 32220, United States. This is a on-site role.
Is this Investments Asset Transfer Processor job remote, hybrid, or on-site?expand_more
Bank of America has listed this Investments Asset Transfer Processor role as on-site.
How much experience is required for this Investments Asset Transfer Processor role?expand_more
Candidates for Investments Asset Transfer Processor at Bank of America should have mid level.
What skills do you need for the Investments Asset Transfer Processor role at Bank of America?expand_more
Key skills for Investments Asset Transfer Processor at Bank of America include Account Management; Customer Service; Data Collection And Entry; Process Management; Business Operations Management; Business Process Analysis; Critical Thinking; and Attention To Detail.
What education is required for Investments Asset Transfer Processor at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required.
What category does the Investments Asset Transfer Processor role belong to?expand_more
Investments Asset Transfer Processor at Bank of America is part of the accounting & finance job category on Recrutus.