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 complex problems to management. The Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Transaction processing includes employing a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company.

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 generation, opening new accounts, trade processing, payment processing, and data entry
Assists with phone calls, email boxes, and processing queues
Required Qualifications:

Professional Demeanor: Demonstrating patience, composure, and client service 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 problems
Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
Desired Qualifications

• Customer Service and/or call center experience

• Experience with money movement transactions

• Ability to multi-task

Skills:

Account Management
Adaptability
Customer and Client Focus
Data Collection and Entry
Process Effectiveness
Active Listening
Continuous Improvement
Customer Service Management
Data Quality Management
Result Orientation
Attention to Detail
Business Operations Management
Business Process Analysis
Critical Thinking
Process Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)
Hours Per Week:

40