Consumer Investments Money Movement Service Representative - Fort Worth / Dallas

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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

Shift:

Hours Per Week: