Bank of America Life Services Operations Support Specialist in Rolling Meadows, Illinois
The OTT Operations Support Processor is responsible for handling multiple offline support functions within the Ownership Transition Team. This individual will play a critical role by assisting client-facing Case Managers with various aspects of account transition processes including account protection/security, document review, and/or account disposition. They may also support management in ad-hoc initiatives, such as audit and remediation efforts, or provide training to additional team members.
Daily tasks will typically cover one or more operations areas, and may include, but are not limited to: document processing, account distribution and transfer entry, account maintenance/updates, data entry/remediation, and other administrative tasks as needed to support front-line Case Managers as they work directly with clients to transition accounts to beneficiaries, executors, and inheritors.
Attention to detail is critical, as is the ability to multi-task during the day while working in a fast-paced environment. Although this is not a client-facing role, the ideal candidate must maintain a client-centric attitude and strive to understand client perspectives and needs.
Additional Details :
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: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's 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.
Additionally, the successful candidate will:
Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions. Grasp complex, technical material quickly. Form and maintain strong working relationships with internal business partners while working together to better serve clients. Proactively identify opportunities for process improvement. Have a proven track record of success operating in a fast-paced environment.
Excellent interpersonal and oral/written communication skills
Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings
Ability to adapt and embrace change in a highly evolving environment
Attention to detail and high quality of work standards
Previous knowledge of client account services and structure is preferred
Knowledge of asset transition process is preferred
Bachelor’s degree, or 1-2 years relevant work experience
Capable of effectively operating in a team oriented and highly collaborative environment
Ability to effectively manage workload
Excellent interpersonal, leadership and oral/written communication skills
Capable of multi tasking and working efficiently under stress and high volume
Strong organizational and teamwork skills
Previous knowledge of client account services is helpful
Posting Date : 09/22/2017
Rolling Meadows, IL, 1600 Golf Rd (IL3511),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : 1st shift - Monday thru Friday 8-5 or 9-6
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