Financial Data and Reporting Ops Representative

Financial Data and Reporting Ops Representative

Phoenix, Arizona

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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 :

Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision.

This role is in Consumer Tax Operations. Responsibilities include reviewing and validating IRS Form W-8 (Certificate of Foreign Status), IRS Form W-9 (Request for Taxpayer Identification Number) and Signature Cards for interest bearing consumer deposit accounts. Will solicit customers for missing or expired Forms W-8 or W-9, respond to phone inquiries from front line employees and customers related to Consumer Tax Operations processes. Support team process functions. All job functions require adherence to IRS and bank guidelines.

Responsibilities :

Performs basic research, follow-up, and resolution of routine financial data research requests

Reviews relevant documents and forms to identify and resolve issues

Validates financial data and reports against system of record

Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate

Provides quality service and support to internal partners and external clients

Required Skills :

• Must be detail oriented, an independent thinker, and able to handle multiple functions concurrently while following related laws, rules, regulations & procedures to effectively deliver optimal performance and balance production & accuracy with timeliness.
• Ability to handle incoming phone calls related to the line of business functions while following policy standards related to caller authentication and complaint capture.
• Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status while processing documents and handling inbound calls.
• Must have strong written and verbal communication skills to communicate effectively with customers and partners to provide comprehensive, clear and concise information.
• Able to work independently or as part of a team.
• Proficient with Microsoft Office tools (Outlook, Excel, Skype, etc.).
• Must be able to accommodate an 8-hour work schedule between the hours of 6 : 00 a.m. to 5 : 00 p.m., Monday – Friday and work overtime during the high-volume season which may include weekends.

Desired Skills :

Skills : Active Listening

Customer and Client Focus

Research

Attention to Detail

Critical Thinking

Decision Making

Account Management

Continuous Improvement

Problem Solving

Risk Management

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.

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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.

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.