Investments Asset Transfer Processor - Pennington, Nj

Bank of America Bank of America · Banking · Pennington

The Investments Asset Transfer Processor at Bank of America is responsible for supporting clients and internal partners with incoming and outgoing money and asset transfer requests. This role involves document review, processing transactions, communication with clients and contra parties, and maintaining a strong focus on risk and fraud prevention to ensure account security. Key qualifications include problem-solving, attention to detail, and customer service.

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

  • Problem Solving and Decision-Making Qualifications
  • Initiative
  • 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
  • Demonstrate a cooperative, professional, and positive work demeanor
  • Exceptional critical thinking / problem solving Qualifications

Nice to have

  • 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

What the JD emphasized

  • high risk and fraud prevention mindset
  • impeccable accuracy
  • attention to detail
  • strong commitment to risk management
  • customer satisfaction
  • professional work ethic
  • incomplete transaction requests, resolution is required
  • Problem Solving and Decision-Making Qualifications
  • effectively manage risk
  • strong research Qualifications
  • applying best practices
  • leveraging past experiences to resolve problems
  • Strong ownership and resolution Qualifications
  • Provide top-level service support and education to clients and partners
  • Detail Oriented- Must be able complete tasks with minimal errors
  • Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues