Preferred Client Care Advocate (Research & Adjustments Rep) - Estate Servicing Operations - Military Veterans

at Bank of America

Newark, Delaware

Job Description:

The Estate Servicing Operations (ESO) organization manages life events related to deceased customer notification and estate maintenance. ESO provides empathetic support through the process of settling the estate of a deceased client. This support includes protecting accounts, transitioning assets to new owners, and partnering with other Bank of America lines of business to deliver a seamless experience to clients, estate beneficiaries and executors during estate settlement processes. These clients have experienced the death of a loved one and are actively settling their accounts according to provisions in wills and applicable state laws. ESO is committed to delivering world class client experience. We seek to continuously improve our processes and to develop the skills of our employees.
Within Estate Servicing Operations, a Preferred Client Care Advocate (Research and Adjustments Representative III):
  • Delivers a positive and personalized client experience based on enterprise Client Care pillars - Take Ownership, Act with Empathy, Make it Easy, Get it Right and provides the extra patience, kindness and sensitivity needed during this difficult life event
  • Gains a full understanding of the client's perspective and needs with inquisitive conversation while simultaneously showing empathy and building rapport and trust
  • Serves as a single point of contact for survivors and estate representatives who can set expectations for the process, clearly explain action items and provide accurate details when requested
  • Resolves all inquiries within required timeframes and in compliance with all applicable laws, rules and regulations
  • Independently manages a high-volume work queue including handling inbound/outbound calls and partnering with other lines of business to resolve inquiries
  • Provides support to peers in the form of information and guidance to less experienced client care advocates
Required skills and experience:
  • 1+ years of experience working with clients and handling difficult client situations in a service setting such as banking, food service, retail, hospitality, sales, call center etc.
  • 1-2 years of experience in the Banking/Financial Industry
  • Communication strategies for clarifying information or de-escalating a situation
  • A desire to advocate for internal/external clients to meet and exceed their expectations (Customer focus)
  • Ability to show a genuine concern for people, their needs, and their perspectives with voice tone, word selection, and listening (Empathy)
  • Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy to understand manner, and clearly articulate why a solution is the best course of action
  • Interpersonal written communication skills to accurately document activity in multiple systems and in proper business writing
  • Committed to the value of diversity as it better enables connection with the diverse needs of our clients and improves our overall working environment
  • Ability to identify differences in accounting entries and determine appropriate disposition or entries for resolution (Numeracy)
  • Ability to leverage multiple software applications to execute an intricate process at a pace required by servicing timelines
  • Ability to breakdown complex problems into sequential priorities and then select solutions to resolve the entire problem (Analytical, critical and design thinking)
You will be better prepared if you have:
  • Ability to remain current with iterative software and process updates
  • Desire to seek opportunities to improve depth/breadth of knowledge and personal performance (Desire to learn)
  • Experience with providing guidance and partnership to peers and/or less experienced individuals (Developing others and Collaboration)
  • Technical knowledge of internet research & Microsoft Office Suite- Word- ability to open, edit, and create a document. Used to organize notes or communications; Excel- ability to open and filter data to identify pertinent information; OneNote- ability to open, create notebooks, pages, and sessions. Used for note taking


Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
600
--> Job Description:

The Estate Servicing Operations (ESO) organization manages life events related to deceased customer notification and estate maintenance. ESO provides empathetic support through the process of settling the estate of a deceased client. This support includes protecting accounts, transitioning assets to new owners, and partnering with other Bank of America lines of business to deliver a seamless experience to clients, estate beneficiaries and executors during estate settlement processes. These clients have experienced the death of a loved one and are actively settling their accounts according to provisions in wills and applicable state laws. ESO is committed to delivering world class client experience. We seek to continuously improve our processes and to develop the skills of our employees.
Within Estate Servicing Operations, a Preferred Client Care Advocate (Research and Adjustments Representative III):
  • Delivers a positive and personalized client experience based on enterprise Client Care pillars - Take Ownership, Act with Empathy, Make it Easy, Get it Right and provides the extra patience, kindness and sensitivity needed during this difficult life event
  • Gains a full understanding of the client's perspective and needs with inquisitive conversation while simultaneously showing empathy and building rapport and trust
  • Serves as a single point of contact for survivors and estate representatives who can set expectations for the process, clearly explain action items and provide accurate details when requested
  • Resolves all inquiries within required timeframes and in compliance with all applicable laws, rules and regulations
  • Independently manages a high-volume work queue including handling inbound/outbound calls and partnering with other lines of business to resolve inquiries
  • Provides support to peers in the form of information and guidance to less experienced client care advocates
Required skills and experience:
  • 1+ years of experience working with clients and handling difficult client situations in a service setting such as banking, food service, retail, hospitality, sales, call center etc.
  • 1-2 years of experience in the Banking/Financial Industry
  • Communication strategies for clarifying information or de-escalating a situation
  • A desire to advocate for internal/external clients to meet and exceed their expectations (Customer focus)
  • Ability to show a genuine concern for people, their needs, and their perspectives with voice tone, word selection, and listening (Empathy)
  • Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy to understand manner, and clearly articulate why a solution is the best course of action
  • Interpersonal written communication skills to accurately document activity in multiple systems and in proper business writing
  • Committed to the value of diversity as it better enables connection with the diverse needs of our clients and improves our overall working environment
  • Ability to identify differences in accounting entries and determine appropriate disposition or entries for resolution (Numeracy)
  • Ability to leverage multiple software applications to execute an intricate process at a pace required by servicing timelines
  • Ability to breakdown complex problems into sequential priorities and then select solutions to resolve the entire problem (Analytical, critical and design thinking)
You will be better prepared if you have:
  • Ability to remain current with iterative software and process updates
  • Desire to seek opportunities to improve depth/breadth of knowledge and personal performance (Desire to learn)
  • Experience with providing guidance and partnership to peers and/or less experienced individuals (Developing others and Collaboration)
  • Technical knowledge of internet research & Microsoft Office Suite- Word- ability to open, edit, and create a document. Used to organize notes or communications; Excel- ability to open and filter data to identify pertinent information; OneNote- ability to open, create notebooks, pages, and sessions. Used for note taking


Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
600
Job Description:

The Estate Servicing Operations (ESO) organization manages life events related to deceased customer notification and estate maintenance. ESO provides empathetic support through the process of settling the estate of a deceased client. This support includes protecting accounts, transitioning assets to new owners, and partnering with other Bank of America lines of business to deliver a seamless experience to clients, estate beneficiaries and executors during estate settlement processes. These clients have experienced the death of a loved one and are actively settling their accounts according to provisions in wills and applicable state laws. ESO is committed to delivering world class client experience. We seek to continuously improve our processes and to develop the skills of our employees.
Within Estate Servicing Operations, a Preferred Client Care Advocate (Research and Adjustments Representative III):
  • Delivers a positive and personalized client experience based on enterprise Client Care pillars - Take Ownership, Act with Empathy, Make it Easy, Get it Right and provides the extra patience, kindness and sensitivity needed during this difficult life event
  • Gains a full understanding of the client's perspective and needs with inquisitive conversation while simultaneously showing empathy and building rapport and trust
  • Serves as a single point of contact for survivors and estate representatives who can set expectations for the process, clearly explain action items and provide accurate details when requested
  • Resolves all inquiries within required timeframes and in compliance with all applicable laws, rules and regulations
  • Independently manages a high-volume work queue including handling inbound/outbound calls and partnering with other lines of business to resolve inquiries
  • Provides support to peers in the form of information and guidance to less experienced client care advocates
Required skills and experience:
  • 1+ years of experience working with clients and handling difficult client situations in a service setting such as banking, food service, retail, hospitality, sales, call center etc.
  • 1-2 years of experience in the Banking/Financial Industry
  • Communication strategies for clarifying information or de-escalating a situation
  • A desire to advocate for internal/external clients to meet and exceed their expectations (Customer focus)
  • Ability to show a genuine concern for people, their needs, and their perspectives with voice tone, word selection, and listening (Empathy)
  • Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy to understand manner, and clearly articulate why a solution is the best course of action
  • Interpersonal written communication skills to accurately document activity in multiple systems and in proper business writing
  • Committed to the value of diversity as it better enables connection with the diverse needs of our clients and improves our overall working environment
  • Ability to identify differences in accounting entries and determine appropriate disposition or entries for resolution (Numeracy)
  • Ability to leverage multiple software applications to execute an intricate process at a pace required by servicing timelines
  • Ability to breakdown complex problems into sequential priorities and then select solutions to resolve the entire problem (Analytical, critical and design thinking)
You will be better prepared if you have:
  • Ability to remain current with iterative software and process updates
  • Desire to seek opportunities to improve depth/breadth of knowledge and personal performance (Desire to learn)
  • Experience with providing guidance and partnership to peers and/or less experienced individuals (Developing others and Collaboration)
  • Technical knowledge of internet research & Microsoft Office Suite- Word- ability to open, edit, and create a document. Used to organize notes or communications; Excel- ability to open and filter data to identify pertinent information; OneNote- ability to open, create notebooks, pages, and sessions. Used for note taking


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Newark, Delaware

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.