1+ months

Merrill Edge Distribution Team, Premium Phone Associate - Pennington, NJ

Pennington, NJ 08534
**Job Description:**



At Bank of America/Merrill Lynch, our purpose is to help make financial lives better, through the power of every connection. Along with taking care of our customers; we are committed to being a great place to work and are intent on creating an environment where all employees have the opportunity to achieve their goals. We make career growth a priority at every stage of your career by supporting internal career advancement so that talented employees are deployed in positions that enable them to deliver their greatest value to our organization.



After successful completion of a robust training curriculum, the Client Service Representatives (CSR) will be responsible for providing world class service to our Bank of America/Merrill Lynch clients and/or Internal Sales Partners via inbound and outbound calls, as well as processing financial service requests accurately and in a timely fashion. The CSR must consistently demonstrate excellent verbal and written skills and display a strong commitment to customer satisfaction and service ownership. All Associates must also exhibit a cooperative and professional work ethic and team oriented behaviors to ensure organizational success.



Additional job competencies:



+ Professional Demeanor: Demonstrating patience, composure and client service attitude

+ Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the clients 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



Required Skills: "Must" have these skills to be minimally qualified



+ Strong focus on delivering excellent client experience

+ Positive demeanor and a commitment to quality work

+ Must demonstrate to pay attention to detail

+ Ability to handle escalated problems

+ Ability to multi-task



Desired Skills:



+ College Degree strongly preferred

+ At least one year experience in customer service

+ Minimum 6 months of experience on Edge Distributions team

+ Minimum Year End Performance Rating of Meets/Meets

+ No form of progressive discipline

+ Edge Distributions subject matter expert



_Enterprise Role Overview:_



_Generalist: Provide timely resolution on routine service inquiries that come into group from a variety of channels: process incoming documents, emails, etc. related to client documents for Edge accounts; work SSRs; limited client outreach but calls out when necessary. Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: data entry, account updates, and general processing of account forms. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Generally 1 year or more experience is preferred. Responsibilities of an Ongoing Support associate include assisting account holders and Financial Solutions Advisors in accurately processing client documentation to update client accounts on the Edge platform. Must deliver high quality customer service, stressing client focus, product knowledge, and problem resolution. Associates must keep abreast of procedures and demonstrating the ability to translate by processing inbound paperwork accordingly. On average, an Account Maintenance Associate processes approximately 60-100 image documents per day depending on overall volume. Enterprise Description: Processes routine/standard transactions according to established procedures and prescribed processes in support of Edge. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Required to solve problems and investigate/resolve a wide variety of issues and requests that include gathering additional information and setting expectations to fulfill the request. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor._



**Posting Date** : 09/05/2019



**Location** :

Pennington, NJ, HOPEWELL BLDG. 4, 1400 AMERICAN BLVD,

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Weekly Schedule** : Must be flexible to work between 11am-7pm



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-06-26 Expires: 2019-10-09

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


Sponsored by:
Farm Credit Services of America Logo
Sponsored by:
Bank of America Logo

Featured Jobs[ View All ]

Featured Employers

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Merrill Edge Distribution Team, Premium Phone Associate - Pennington, NJ

Bank of America
Pennington, NJ 08534

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast