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Wealth Management Banking Onboarding

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Wealth Management Banking Onboarding in USA

  • Bank of America
  • Full time
  • Email

Wealth Management Banking Onboarding/Maintenance serves as a "virtual financial center" for Merrill and Private Bank clients with Bank of America bank accounts. Our department strives to offer the best possible client service to our internal and external clients and assists in the enablement of banking capabilities in Merrill Lynch branch offices.

Role responsibilities include processing/researching new bank accounts and account maintenance service requests. Individuals at this level are expected to use some independence of thought and proven research ability, as well as have a strong focus on client service. Generally one year or more experience is preferred.

Required Skills:
Proficient PC skills including Microsoft Office applications – ability to type proficiently is a must
Communicate effectively including excellent listening skills and professional phone/email etiquette
Ability to manage outbound calls to internal and external clients as a part of the problem resolution and New Accounts process
Demonstrate a proven ability to navigate multiple systems simultaneously
Capable of multitasking and working efficiently in a high productivity environment
Excellent organization skills; ability to prioritize and handle multiple client requests always exercising sound judgment
Proven history of effective ownership and accuracy
Possess the ability to work independently while effectively managing and finding resolution to complex situations
Strong problem solving skills/analytical skills
Maintain current knowledge of Bank of America products, policies, and services while keeping abreast of regulations and mitigating risk
Exhibit professionalism in all situations
Proven in-depth research skills
Service minded with a strong focus on providing a differentiated service experience for Merrill Lynch and US Trust clients

Schedule: Must be flexible. Hours of operation are Monday through Friday 7:30 am-5:00 pm.


Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America

Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. BoA operates in 3...