Bank of America
Research & Adjustments Rep III
Phoenix · Full-time · Posted Oct 22, 2026
- Experience
- 1+ years of client-facing service experience; no alternatives stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Reviews complex account-opening and maintenance requests, including legal and bank documents, and resolves escalated research and adjustment cases in line with client needs, bank procedures, and regulations.
What you'll do
- Reviews complex account and legal documents and recommends compliant actions to financial center partners.
- Investigates and resolves routine or complex requests, escalations, and exceptions while meeting deadlines and service-level agreements.
- Documents case activity, communicates with partners, and supports procedure reviews and process improvements.
What they ask for
- 1+ years of experience working with clients and handling difficult client situations in a service setting.
- Basic understanding of banking products and operations.
- Ability to follow complex, including state-specific, document-acceptability procedures.
- Strong written communication skills for documenting work and corresponding with others.
Nice to have
- Ability to read and comprehend legal documents.
- Ability to use multiple software applications to execute intricate processes.
Tools
OneService
Model-written summary · the original posting is authoritative