Role at a glance
- Salary
- Not Disclosed
- Location
- Saint Louis, United States
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 1 year or more of successful experience working in a heavily process driven environment
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Role Summary
The Research & Adjustments Rep III resolves research and adjustment inquiries in accordance with bank practices and procedures. The role investigates incoming cases, resolves differences, and handles complex or escalated matters, including cases with large monetary values or aged risk pending charge-off.
What You'll Do
- Investigate daily incoming research and adjustment inquiries and resolve differences.
- Answer service requests and inquiries received through various channels, determine accounting entries, and make appropriate dispositions.
- Handle complex and escalated cases, including time-sensitive exceptions and cases with large monetary values or aged risk pending...
- Perform account maintenance, maintain high-volume portfolios, and document actions taken on behalf of clients.
- Communicate with business partners about escalations by email and phone.
- Support reviews and validation of departmental procedures to improve process efficiency.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Required: Intermediate-level experience with Excel and PowerPoint; ability to work efficiently across multiple computer programs and software applications; critical thinking, detailed comparative analysis, attention to detail, and sound judgment; clear verbal and written communication; adaptability to software and process updates; collaboration and ability to work in a deadline-driven environment. Listed skills include research, pipeline management, customer and client focus, active listening, decision making, problem solving, risk management, written communications, and adaptability.
Required
- Intermediate level experience with Excel and Power Point
- Ability to work with multiple computer programs and switch from one to the next efficiently
- Ability to analyze information from various sources and synthesize it toward making a reasoned judgment
- Ability to draw accurate conclusions based on detailed comparative analysis of account information and reference sources
- Attention to detail, thoroughness, and accuracy
- Verbal and written interpersonal communication skills
- Ability to leverage multiple software applications in a deadline-driven environment
- Ability to remain current with software and process updates
Preferred
- Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
- Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed...
- Ability to handle ambiguity and adapt to changing circumstances
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
JOB DESCRIPTION:
This job is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include investigating daily incoming research and adjustment inquiries, resolving differences, answering service requests and inquiries received from various channels, determining accounting entries, and making appropriate disposition. Job expectations include handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off.
RESPONSIBLITIES:
- Assists peers and leadership with resolving complex, time sensitive exceptions
- Handles escalations received from business partners by providing clean concise communication through email and phone
- Contributes to improving process efficiencies by supporting the review and validation of departmental procedures
- Performs routine or complex account maintenance depending on client account type
- Maintains high-volume portfolios
- Documents actions taken on behalf of the client
REQUIRED QUALIFICATIONS:
- Ability to work with multiple computer programs and switch from one to the next efficiently
- Intermediate level experience with Excel and Power Point
- 1 year or more of successful experience working in a heavily process driven environment
- Ability to analyze different types of information from various sources and synthesize it towards making a reasoned judgment (Critical Thinking)
- Ability to draw accurate conclusions based on a highly detailed comparative analysis of information in the account and information reference sources that detail applicable laws, rules, and regulations
- Ability to achieve thoroughness and accuracy when accomplishing a task. and present work outcomes in a clear, complete, and precise fashion. (Attention to Detail)
- Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy to understand manner, and clearly articulate why a solution is the best course of action
- Interpersonal written communication skills to accurately document activity and communicate with partners in proper business writing
- Seeks opportunities to improve depth/breadth of knowledge and personal performance (Desire to learn, Growth Mindset)
- Ability to leverage multiple software applications to execute an intricate process in a deadline driven working environment.
- Ability to remain current with iterative software and process updates
- Ability and willingness to help teammates and collaborate on complex transactions
- Dependable, results-driven and achievement focused.
- Open to receiving and providing coaching.
- Self-motivated to achieve personal standards of excellence
- Ability to work cohesively within a team oriented environment.
DESIRED QUALIFICATIONS:
- Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
- Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
- Ability to handle ambiguity and adapt to changing circumstances
SKILLS:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Pipeline Management
- Research
- Active Listening
- Decision Making
- Problem Solving
- Written Communications
- Adaptability
- Collaboration
- Risk Management
Shift:
1st shift (United States of America)Hours Per Week:
40About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.