Medallion Support Specialist

4 weeks ago


Union Valley, Texas, United States Bank of America Full time

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.

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.

Job Responsibilities:

  • Provide Financial Center associates with accurate information by keeping abreast of Medallion procedures.
  • Deliver complete and concise explanations to inquiries made via inbound calls.
  • Effectively resolve associate questions and research requests while proactively identifying additional needs and opportunities to enhance the relationship.
  • Provide point of call resolution for issues.
  • Demonstrate excellent verbal, written and listening skills, knowledge of products and services, integrity and ability to work as part of a team.
  • Foster collaborative relationships within and across business units.
  • Understand and demonstrate cultural awareness.
  • Demonstrate and verbalize empathy.
  • Anticipate and understand client needs.
  • Provide end to end ownership and follow up for Medallion stamp requests in a case management capacity.
  • Interface with associates and clients for intake, follow up, and general information about the program.

Required Qualifications:

  • Strong client service skills.
  • Ability to multi-task and independently prioritize his/her workload.
  • Demonstrate a cooperative and professional work attitude.
  • Capable of multi-tasking and working efficiently under stress and high volume.
  • Strong organizational, time management and teamwork skills.
  • Strong analytical, negotiation and problem-solving skills.
  • Attention to detail and follow through on assignments.
  • Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge.
  • Demonstrate excellent verbal, written and listening skills.
  • Understand and demonstrate cultural awareness.

Desired Qualifications:

  • Customer Service and/or call center experience preferred.
  • Knowledge of Bank of America or Merrill systems, products and applications.


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