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Bank of America GWIM Senior Operations Representative in Scottsdale, Arizona

GWIM Senior Operations Representative

Scottsdale, Arizona

Job Description:

Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.

Primary duties:

  • Sits at the Reception Desk and greets clients

  • Answer phones, be personable, pleasant, and gracious

  • Backup Operations, cashiering, during lunch and for Cashier time off

  • Back up supply ordering

  • Back up Technology/BSA

  • Work with Sales Manager on Mutual Fund wholesaler on-site training, order lunches and breakfasts

  • Manage Office/Facility issues (Heat, A/C, Computer Room, Furniture, Carpets)

  • Market Directory /Phone List revisions as needed

  • Post outgoing mail daily

  • Other duties as assigned

Required Skills and Experience

  • Minimum of 1+ years professional or relevant internship experience required

  • Strong communication skills, both verbal and written

  • Strong analytical skills, able to maintain a high quality of customer service and attention to detail

  • Work independently, prioritize time and exceptional organizational skills

  • Manage multiple and conflicting objectives, projects or activities at once with minimal direction


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

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 at .

To view the "EEO is the Law" Supplement, CLICK HERE at .

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 .