Consumer Investments Movement Service Representative - Pennington, NJ
Listed on 2026-07-29
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
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 a diverse and 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
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. This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients.
Money Movement Service Generalist is responsible for providing world class service to our Bank of America/Merrill clients and/or internal financial service advisors via inbound and outbound calls, as well as processing financial service transactions. Transaction processing includes employing a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company.
Key Responsibilities- handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill.
- referring more complex problems to management.
- Processes transactions according to established procedures and prescribed processes
- Demonstrates operational discipline while handling routine and standard operational functions
- Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
- Assists with phone calls, email boxes, and processing queues
- Professional Demeanor:
Demonstrating patience, composure, and client service attitude - Service Adeptness:
Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request - Problem Solving and Decision Making
Skills:
Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems - Initiative:
Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others
- Customer Service and/or call center experience
- Experience with money movement transactions
- Ability to multi-task
- Account Management
- Adaptability
- Customer and Client Focus
- Data Collection and Entry
- Process Effectiveness
- Active Listening
- Continuous Improvement
- Customer Service Management
- Data Quality Management
- Result Orientation
- Attention to Detail
- Business Operations Management
- Business Process Analysis
- Critical Thinking
- Process Management
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details US - NJ
- Pennington - 1400 American Blvd
- Hopewell Bldg 4 (NJ2140)
Pay range $25.00 - $27.85 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay This role is compensated with a base salary and is not incentive eligible.
Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Privacy Statement:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees.
We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Learn about some of the ways Bank of America is making a difference in the communities we serve.
Global ImpactLearn about the six areas that guide Bank of America's efforts to help make financial lives…
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