Consumer Investments Money Movement Service Representative - Fort Worth / Dallas

Bank of America Bank of America · Banking · Fort Worth, TX

This role at Bank of America focuses on providing customer service and operational support for money movement services within their Consumer Investments division. Responsibilities include processing routine transactions, adhering to procedures, assisting clients via phone and email, and employing fraud prevention measures. The role requires strong problem-solving, risk management, and client service skills, with a focus on operational discipline and process improvement.

What you'd actually do

  1. Processes transactions according to established procedures and prescribed processes
  2. Demonstrates operational discipline while handling routine and standard operational functions
  3. Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
  4. Assists with phone calls, email boxes, and processing queues

Skills

Required

  • 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

Nice to have

  • Customer Service and/or call center experience
  • Experience with money movement transactions
  • Ability to multi-task