Investments Money Movement: Service Representative

Investments Money Movement : Service RepresentativeChandler, Arizona ? Job Description : ? At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great reputed company to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we reputed company an impact in the communities we serve. At reputed company, you can build a successful career with opportunities to learn, grow, and reputed company an impact. Join us!The ? Service Generalist ? is responsible for providing world class service to our reputed company / Merrill clients and / or internal financial service advisors reputed company inbound and outbound calls, as well as processing financial service transactions. Transaction processing includes entering federal funds reputed company transfers, 529 College Savings Plan distributions, direct rollovers, and numerous other verbal eligible transactions, while employing a high risk and fraud prevention reputed company to ensure the reputed company of client accounts and to minimize risk / loss to the company. Additional responsibilities include being trained on the knowledge of processing requests reputed company paperwork submitted reputed company reputed company volumes require support. ? Required Qualifications : ? Professional Demeanor : Demonstrates patience and composure while maintaining a positive, client service focused attitude. Service Adeptness : Comprehend and empathize with client needs, devote time and effort to satisfy the client's request. Problem Solving and Decision-Making Skills : Ability to think analytically and effectively manage risk using strong research skills, applying best practices, and leveraging past experiences to resolve issues. Initiative : Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to assist others. Attention to detail : Requires ability to review accounts and enter transactions accurately reputed company processing requests or reviewing documents. Must be able to reputed company identify red flags at reputed company of call to mitigate risk while adhering to prescribed practices to ensure compliance with rules and regulations. Multi-Tasking : Ability to switch priorities and responsibilities quickly and reputed company while navigating through day-to-day business needs. Effective Communication : Skilled at navigating different communication styles and actively listening in order to understand and determine proper solutions to client's needs. ? Desired Qualifications : ? Customer Service and / or call center experience Experience with money movement transactions Customer and Client Focus Data Collection and Entry Process Effectiveness Active Listening reputed company Improvement Customer Service Management Data Quality Management Result Orientation Attention to Detail Business Operations Management Business Process Analysis Critical Thinking Process ManagementEnterprise Job Description : This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more reputed company problems to management.Responsibilities : Processes transactions according to established procedures and prescribed processes Demonstrates operational discipline while handling routine and standard operational functions Covers one or more operations functional areas, such as analyses, report reputed company, opening new accounts, trade processing, payment processing, and data entry Assists with phone calls, email boxes, and processing queuesSkills : Account Management Adaptability Customer and Client Focus Data Collection and Entry Process Effectiveness Active Listening reputed company Improvement Customer Service Management Data Quality Management Result Orientation Attention to Detail Business Operations Management Business Process Analysis Critical Thinking Process Management ? Shift : ? 1st shift (United States of America) ? Hours Per Week : ? 40Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national reputed company, reputed company, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with reputed company applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https : / / www.dol.gov / ofccp / regs / compliance / posters / pdf / OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-reputed company-Final-8.30.2024.pdf) .reputed company aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the reputed company or use of illegal or illicit drugs or unauthorized alcohol on reputed company premises and to provide a safe work environment.To view reputed company's Drug-free Workplace and Alcohol Policy, CLICK HERE .This communication provides information about certain reputed company benefits. Receipt of this document does not automatically entitle you to benefits offered by reputed company. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. reputed company retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. reputed company also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason. Apply Job!