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Job Information

Bank of America Customer Service Client On-Boarding Manager in Phoenix, Arizona

Job Description:

Line of Business Role Description

The Client On-Boarding Manager is responsible for managing a team of client facing technical & account support professionals that assist clients with on-boarding & training. This position is responsible for supervising, motivating and representing the client on-boarding support team along with managing the day to day duties of each team member ensuring that each customer interaction is exceeding customer and company expectations. This leader will become a technical expert in services products and solutions offered by Bank of America and be well versed in solutions in the market.

  • Provide in-depth technical support, for new and existing clients

  • Become a technical expert in the products and solutions offered by Bank or America and our 3rd party software and technical partners. Must also be knowledgeable about outside 3rd party services solutions and integrations.

  • Build/cultivate a team of payment agents focused on on-boarding new clients and supporting the activities of the team.

  • Evaluate the day to day practices of the direct reports. Provide feedback, coaching and development of skill sets to ensure

  • Accomplishes call center human resource objectives by recruiting, selecting, orienting, training, assigning, coaching, counseling, and disciplining employees; administering scheduling systems; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures.

  • Define and document business processes related to all aspects of on-boarding process including applications, on-boarding, technical issues, fraud prevention, etc.

  • Establish processes and metrics for the support team.

  • Analyze metrics to understand health and prioritize automation projects.

  • Work with product and engineering teams to automate on-boarding process, configuration tools and client reports.

  • Set goals and monitor progress toward metrics, providing guidance and support in meeting goals.

  • Report success of the operations and identify bottlenecks in the process.

  • Prepare and deliver reports to management and senior executives.

  • Manage technical delivery and coordinate activities with Escalation management on customer escalations as assigned.

  • Help team to prioritize open issues, define and track bugs clearly for Engineering.

Required Skills

  • 3-5 years experience in technical operations roles

  • 3-5 year experience in managing complex call center teams with inbound/outbound/off phone activity.

  • Demonstrated leadership skills in a team based environment and the ability to motivate and empower employees.

  • Experience in remote management of staff across multiple locations

  • Excellent interpersonal, written, and oral communication skills.

  • Ability to solve complex problems through root cause analysis, management by fact and collaboration across a wide population.

  • Ability to make swift and sound decisions that demonstrate both strategic and tactical analytical and leadership skills.

  • Ability to as act as a trusted advisor at all organizational levels, including ability to develop and deliver substantive presentations to executive leadership.

  • Analytical skills, understanding of basic statistics and continuous improvement methodologies.

  • Ability to express ideas in a clear and concise manner

  • Strong consensus building ability with effective conflict resolution and negotiation skills

  • Ability to take initiative and effect change

  • Microsoft Office Suite products, including but not limited to Visio, Excel, SharePoint and Project

  • Familiarity with relevant call center technology and applications, including but not limited to including Nice, IEX, Aspect, etc

Desired Skills

  • 5+ years experience inCredit Card/Merchant Services industry experience

  • Bachelor's degree

Posting Date : 10/08/2019

Location :

Phoenix, AZ, CATALINA BLDG, 1825 E Buckeye Rd,


  • United States

Travel : Yes, 10% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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