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Account Management Ops Representative - Year Up

Support account creation and maintenance for internal and external clients
Jacksonville, Florida, United States
Internship
yesterday
Bank of America

Bank of America

One of the largest financial institutions in the United States, offering banking, investing, and financial services to individuals and businesses.

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Job Opportunity At 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 do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for standard activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective, efficient operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and referring to their team lead or manager for direction and support with more complex issues and escalations.

Responsibilities:

  • Performs onboarding and maintenance of accounts and reviewing required account documentation.
  • Responds to client inquiries via numerous channels to support operational efficiency and quality client service
  • Performs basic research, follow-up and resolution of routine research requests
  • Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
  • Provides general operational support including handling inbound calls, mail sorting, and mail distribution
  • Reviews and approves required account documentation

Skills:

  • Account Management
  • Customer and Client Focus
  • Oral Communications
  • Research
  • Attention to Detail
  • Collaboration
  • Written Communications
  • Prioritization
  • Recording/Organizing Information
  • Result Orientation

Required Background

Must be a current Year Up intern at Bank of America

Shift: 1st shift (United States of America)

Hours Per Week: 40

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Account Management Ops Representative - Year Up
Jacksonville, Florida, United States
Operations
About Bank of America
One of the largest financial institutions in the United States, offering banking, investing, and financial services to individuals and businesses.