Consumer Investments - Operations Case Manager - Chandler, AZ
Company: Bank of America
Location: Chandler
Posted on: April 4, 2026
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Job Description:
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! As an Operations Case Manager , you will provide white glove
service to colleagues and clients on inquiries that are related to
sensitive and crucial account changes. As a Case Manager you must
have a desire to deliver high quality customer service, stressing
client focus, product knowledge, and problem resolution. This is a
rewarding position where you are empowered to take ownership,
facilitate paperwork and processes. You will be directly
responsible for assisting clients in four specific areas of
specialty. These areas include Abandoned Property, Divorce, Power
of Attorney and 529 Maintenance requests. Within these specialties
you will assist with phone calls, email boxes, processing queues,
and research and resolve escalations. Case Managers assist with
document remediation by making critical account changes and/or
updates, paperwork processing, document fulfillment as well as
outbound call support for internal and external clients. You will
be required to do proactive outreach to account owners and third
parties to ensure their needs are met, in most cases you will act
as a liaison between third parties and clients, to ensure that both
parties are aware of what documents are needed in order to
remediate and complete their specific request/needs. They must
provide clients with accurate information by keeping abreast of
procedures and demonstrating the ability to provide complete and
concise explanations to inquiries made from all levels of
personnel. There are strong opportunities to assist management with
complex issues, process improvements, and new initiatives to better
the client experience while developing leadership abilities.
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 Foster
collaborative relationships within and across business units
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 Apply sound judgment and
enterprise-wide mindset in making decisions Understand and
demonstrate cultural awareness, integrity and ability to work as
part of team Desired Qualifications: Customer Service and/or call
center experience preferred Knowledge of Merrill systems, products
and applications Strong communication skills, both written and
verbal Ability to be flexible and open to change within the line of
business Enterprise Job Description: This job is responsible for
providing quality service and efficient operations support for the
assigned areas, internal business partners, and external customers
and clients. Key responsibilities include providing clients with
accurate information by keeping abreast of procedures and
demonstrating the ability to provide complete and concise
explanations to inquiries made from all levels of personnel. Job
expectations include focusing on more complex processes.
Responsibilities: Processes transactions according to established
procedures and prescribed processes required Demonstrates
operational discipline while handling complex and diverse
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 Additional Skills
Used: 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
Keywords: Bank of America, Surprise , Consumer Investments - Operations Case Manager - Chandler, AZ, Accounting, Auditing , Chandler, Arizona
