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Research & Adjustments Rep II

Dallas, Texas

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. **Join us!**

Job Description:

This **Research and Adjustments Representative** is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include maintaining internal operational and financial controls and ensuring that they are observed for all assigned cases. Job expectations include ensuring that all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system, and financial controls, and escalating matters or issues to leadership to ensure minimum risk occurs.

Line of Business Job Description:

Domestic Collections (DC) and Foreign Clean Collections (FCC) teams are responsible for processing checks for our clients when they are not eligible for deposit through normal/regular channels.

The client can choose to submit their check to be collected upon and the collections team will work to secure final payment from the drawee bank for the item and then credit our customer’s account for the proceeds minus the associated fees.

Team receives checks and collection forms from financial centers and directly from corporate and commercial clients. A case is created for each check received and tracing functions performed until payment is received for the check or it is denied.

The team will notify the client of the outcome and the process generally takes 4-8 weeks.

Traveler’s Cheques (TC) team is responsible for the reconciliation, research, collection processing, and quarterly state reimbursement requests for cheques sold domestically and internationally from 1928 until 1993.

Line of Business** **Responsibilities** **:

• Sorting, categorizing, & scanning of mail received from financial centers and other financial institutions

• Creating incoming/outgoing collection cases with the intent to decision if they can be processed, rejected, or returned

• Perform payment processing through multiple applications depending on categorization

• Able to perform multiple duties throughout the course of shift

• Ensures accuracy and completion of end of day balancing within each category of work

• Completes work based on departmental established goals

• Works on daily incoming exceptions and maintains aged exceptions to a minimum

• Enters daily entries through internet based applications

• Performs routine or complex account maintenance depending on client account type

• Maintains high-volume portfolios

• Investigates and resolves issues and requests

**Required Qualifications** :

+ Must have at least 1 year of Accounting work experience in the industry.

+ Must be able to work Monday thru Friday in the office. Schedule work week is from 8:00am CST to 4:30pm CST.

+ Must be highly organized with strong attention to detail and accuracy.

+ Must have excellent time management and prioritization skills, with ability to meet deadlines.

+ Demonstrate the ability to multi-task.

+ Exhibit excellent verbal, written communication, and interpersonal skills.

+ Consistently meets established performance standards on all job assignments.

+ Check operations experience.

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

Desired Qualifications:

+ Highly motivated self-starter, proactive, with intense focus on results.

Line of Business** **Skills** **:

• Attention to Detail

• Customer and Client Focus

• Pipeline Management

• Research

• Critical Thinking

• Decision Making

• Problem Solving

• Written Communications

• Adaptability

• Collaboration

• Risk Management

• Deadline Driven

• Goal-Oriented

• Data-entry

• 10-Key

Shift:

1st shift (United States of America)

Hours Per Week:

40

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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.