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Transaction Processing Representative

Bank of America | Pennington NJ 08534 USA | Full Time | Posted: 08/20/2019

Job Descriptiontop

Job Description:

As a Transaction Processing Representative you will be working in a contact center environment taking inbound calls from our Merrill Lynch
branch offices and back office teams. You will also be processing financial requests submitted by them through our internal network/application.

Responsibilities include:
•Providing Merrill Lynch branch offices and back office teams with clear, complete and accurate responses to their questions and inquiries
regarding client accounts and guiding them through how to use internal tools/resources to support their clients and input client financial requests
•Error-free and timely processing of financial requests - includes check requests, account to account transfers, account adjustments and Federal fund wire transfers
•Navigating through multiple applications and tools to understand policy/procedures, gain clarity on our various banking and brokerage products and research and resolve issues with client accounts
•Establishing a strong working relationship and effective partnership with the Merrill Lynch branch offices and back office teams
•Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Required skills:

•Minimum one year proven experience verbally delivering complex information clearly, concisely and understandable to the clients/recipients, while quickly establishing trust and exuding positivity and confidence
•Must have experience with gathering, absorbing and using facts/information to make effective decisions and develop sustainable solutions to problems/issues
•Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and
•Must be disciplined, focused and committed to identifying and escalating risks, providing an exceptional customer experience, delivering
quality work and seeking process improvement opportunities

Desired skills:

• Understanding of both banking and brokerage terminology


1st shift (United States of America)

Hours Per Week:


Job Detailstop

Location Pennington, NJ, 08534, United States
Categories Banking/Investment

Location Maptop

Contact Informationtop

Contact Name -
How to apply Employer provided a link where your application will be accepted. Click on the link below and follow instructions.
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Job Code 19054576

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