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Investments Asset Transfer Processor

Riverside, Rhode Island

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Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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To proceed with your application, you must be at least 18 years of age.

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Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Investments Asset Transfer Processor is responsible for providingbusiness support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client's or contra parties all while,keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management Qualifications, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected.For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.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.

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:

• Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, 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

• Strong ownership and resolution Qualifications

• Good organizational and time management Qualifications

• Provide top-level service support and education to clients and partners through different means of communication

• Detail Oriented- Must be able complete tasks with minimal errors

• Demonstrate a cooperative, professional, and positive work demeanor

• Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues

Desired Qualifications:

• Operations processing experience

• Customer Service experience

• Experience with money movement transactions

• Ability to multi-task

• Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision

• Able to adapt to changing environment while meeting metric requirements

• Apply sound judgment in making decisions

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank 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 origin, ancestry, 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, in accordance with all 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.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America 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 presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. 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. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.