Bank of America Careers | Account Funding Support Associate, Pennington, New Jersey

Bank of America

Job Description

Account Funding Support Associate

Provide business support to various channels according to established procedures and prescribed processes in support of Merrill Edge associates and clients. Daily responsibilities will cover various operational and functional areas such as: asset transfers, incoming wires, asset liquidations, automated funding service, funds transfer services, account linking resolution, report generation, etc. The position will provide a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients.

The Account Funding Team will act as a general resource and escalation point for account funding and asset transfers for all Merrill Associates. In this position the candidate will support all segments within the Merrill ecosystem through various channels, providing full ownership on issues that are unable to be resolved through normal operating procedures. Associates provide superior customer service to inquiries via internal and external telephone calls, email and service entries.

This position requires an ability to multi-task and independently prioritize his/her workload while demonstrating patient, composed customer service. Must demonstrate a cooperative and professional work attitude at all times, while possessing strong ownership and resolution skills. Representatives will also be expected to think analytically, use strong research skills, and apply best practices/past experiences to problem resolution.

Duties and Responsibilities

Your main responsibilities in this role include the following:

• ​​​​

Job Requirements

• Customer Service and/or call center experience required​​​​

• Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette​​​​

• Strong ownership and resolution skills​​​​

• Good organizational and time management skills​​​​

• Effective analytical and problem solving skills​​​​

• Track record of attention to detail and follow through on assignments​​​​

• Keep current and comply with regulatory requirements​​​​

• Apply sound judgment and enterprise-wide mindset in making decisions​​​​

• Foster collaborative relationships within and across business units and sectors​​​​

• Anticipate and understand client needs and concerns​​​​

• Working knowledge of Microsoft Office Products; Word & Excel​​​​

Desired Skills

• Series 7 & 66 (63&65 in lieu of 66) preferred ​​​​

• Customer Service and/or call center experience preferred​​​​

Job Details

Company Name: Bank of America

Employment Type: Full-time

Job Location: Pennington, New Jersey, United States

Apply Now