19 days old

Research & Adjustments Rep III

Phoenix, AZ 85067
Research & Adjustments Rep III



Phoenix, Arizona



**Job Description:**



The Client Care Advocate will serve as a customer advocate responsible for providing a personalized experience to ensure timely processing of deceased related cases. In this role, you will be the central point of contact for Survivors who are handling the financial affairs of their loved ones. This is a high volume environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems, handling inbound calls, making outbound calls and reaching out to other LOBs. Clear communication is essential to provide complete resolution and positive experiences for our clients. Resolves research and adjustment inquiries within the bank's practices and procedures. Responsibilities include: investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition. Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity of the department's case management system and financial controls. May provide support to other researchers within the department. Performs all the functions required at the Research & Adjustments Representative II level and may act as a lead and workflow coordinator. Provides direction and guidance to less experienced department researchers.



Minimum Required Skills (Must Have for Further Consideration):



+ Customer centric approach to problem resolution

+ Adapts well to an ever changing environment

+ Have technical aptitude with the ability to multi-task toggling between multiple systems

+ Effective communication skills

+ Ability to work in a fast paced environment

+ Proven customer relations skills

+ Time Management skills

+ Strong organizational skills



Desired Skills (Additional/Preferred Skills):



+ Prior customer service experience in a call center environment

+ Prior experience reviewing legal documents

+ Prior training in client care, handling difficult conversations, empathy, or problem resolution



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



Monday - Friday 8:30am - 5:00pm OR 9:30am - 6:00pm



**Referral Bonus Amount:**



600



**Job Description:**



The Client Care Advocate will serve as a customer advocate responsible for providing a personalized experience to ensure timely processing of deceased related cases. In this role, you will be the central point of contact for Survivors who are handling the financial affairs of their loved ones. This is a high volume environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems, handling inbound calls, making outbound calls and reaching out to other LOBs. Clear communication is essential to provide complete resolution and positive experiences for our clients. Resolves research and adjustment inquiries within the bank's practices and procedures. Responsibilities include: investigates daily incoming research and adjustment inquiries; resolves differences; answers service requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition. Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity of the department's case management system and financial controls. May provide support to other researchers within the department. Performs all the functions required at the Research & Adjustments Representative II level and may act as a lead and workflow coordinator. Provides direction and guidance to less experienced department researchers.



Minimum Required Skills (Must Have for Further Consideration):



+ Customer centric approach to problem resolution

+ Adapts well to an ever changing environment

+ Have technical aptitude with the ability to multi-task toggling between multiple systems

+ Effective communication skills

+ Ability to work in a fast paced environment

+ Proven customer relations skills

+ Time Management skills

+ Strong organizational skills



Desired Skills (Additional/Preferred Skills):



+ Prior customer service experience in a call center environment

+ Prior experience reviewing legal documents

+ Prior training in client care, handling difficult conversations, empathy, or problem resolution



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21072552



Band: H6



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Lisa Fuentes



Referral Bonus:



600



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-11-11 Expires: 2021-12-11

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:
ADP 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:

Research & Adjustments Rep III

Bank of America
Phoenix, AZ 85067

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast