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Resource Support Senior Specialist

Resource Support Senior Specialist

Pennington, New Jersey;Jacksonville, Florida

**Job Description:**

The Retirement Operations Processing Team Representative is accountable for providing quality customer service and processing support to branch office associates on, up to, the following Retirement Non-Qualified, Qualified, and Education Savings product types : IRA, IRRA, Roth, BENE IRA, 529, ESA, HSA, MSA, SEP, SAR SEP, SIMPLE, BASIC & 403(b)(7) accounts.

Primary responsibilities of the associate will include, but are not limited to the following:

- Perform processing function from various ASAP queues, email boxes, and reports including higher risk processes

- Proficiency in Retirement processing guidelines

- Articulate Retirement operational procedures and required documents to branch office

- Research & resolve client inquiries

- Perform account maintenance functions on the client's retirement accounts

**Required Skills:**

+ 1 year of experience on the I&DS MLSN RPS team or a comparable experience

+ Minimal Performance Management Rating of a Meets/Meets

+ Strong communication and interpersonal and networking skills

+ Strong custodial retirement product knowledge base

+ Strong Customer Service Skills

+ Positive attitude and commitment to client focus

+ Ability to handle elevated problem resolution situations

+ Attention to detail

+ Team Oriented

+ Sound business judgment

+ Ability to prioritize to meet and exceed deadlines

**Desired Skills:**

+ Strong written and verbal communication skills

+ College degree preferred

+ Ability to multi-task

+ Time management skills

+ Proficient with Microsoft applications

**Job Band:**

H6

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

**Weekly Schedule:**

**Referral Bonus Amount:**

0

**Job Description:**

The Retirement Operations Processing Team Representative is accountable for providing quality customer service and processing support to branch office associates on, up to, the following Retirement Non-Qualified, Qualified, and Education Savings product types : IRA, IRRA, Roth, BENE IRA, 529, ESA, HSA, MSA, SEP, SAR SEP, SIMPLE, BASIC & 403(b)(7) accounts.

Primary responsibilities of the associate will include, but are not limited to the following:

- Perform processing function from various ASAP queues, email boxes, and reports including higher risk processes

- Proficiency in Retirement processing guidelines

- Articulate Retirement operational procedures and required documents to branch office

- Research & resolve client inquiries

- Perform account maintenance functions on the client's retirement accounts

**Required Skills:**

+ 1 year of experience on the I&DS MLSN RPS team or a comparable experience

+ Minimal Performance Management Rating of a Meets/Meets

+ Strong communication and interpersonal and networking skills

+ Strong custodial retirement product knowledge base

+ Strong Customer Service Skills

+ Positive attitude and commitment to client focus

+ Ability to handle elevated problem resolution situations

+ Attention to detail

+ Team Oriented

+ Sound business judgment

+ Ability to prioritize to meet and exceed deadlines

**Desired Skills:**

+ Strong written and verbal communication skills

+ College degree preferred

+ Ability to multi-task

+ Time management skills

+ Proficient with Microsoft applications

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Learn more about this role

Full time

JR-22085393

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson [C]

Referral Bonus:

0

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 America’s Drug-free workplace and alcohol policy, CLICK HERE .

Resource Support Senior Specialist

Full time
Pennington, NJ 08534

Published on 09/17/2022

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