Bank of America · 1 day ago
Merrill Onboarding & Maintenance Account Management Ops Representative
Tampa, FL
Full-time
Onsite
New Grad, Entry LevelBank of America is committed to helping financial lives better through every connection. The role involves supporting the onboarding and maintenance of accounts, ensuring quality service and operational efficiency for both internal partners and external clients.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Performs onboarding and maintenance of accounts and reviewing required account documentation
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Reviews and approves required account documentation
Qualification
Required
Performs onboarding and maintenance of accounts and reviewing required account documentation
Responds to client inquiries via numerous channels to support operational efficiency and quality client service
Performs basic research, follow-up and resolution of routine research requests
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Reviews and approves required account documentation
Account Management
Customer and Client Focus
Oral Communications
Research
Attention to Detail
Collaboration
Written Communications
Prioritization
Recording/Organizing Information
Result Orientation
Performs an accuracy, completeness, and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures
Researches and resolves data errors by applying procedures and engaging support partners when needed
Responds to internal business partner inquiries related to errors via phone and email and escalates more challenging issues to leadership as needed
Understands the process flow from end-to-end including the reasons for each step, the process controls, the risks within the process, and the upstream/downstream impacts of their work based on an understanding of how the work impacts other operational units
Preferred
Oral Communications
Written Communications
Customer and Client Focus
Attention to Detail
Results Driven
Numerical Reasoning
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-05
Company data provided by crunchbase