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Bank of America Logo

Research & Adjustment Representative III - 1st Shift

Bank of America

Salary not specified
Aug 18, 2025
College Park, MD, US
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Bank of America is looking to resolve research and adjustment inquiries within the bank's practices and procedures.

Requirements

  • Working knowledge of Assist Customer Transaction
  • Working knowledge of Credit Card Cash Advance / Merchant Services
  • Basic understanding of the Teller Cash Exception (TCE) end to end process
  • Basic understanding of upstream/downstream business partner processes (i.e. Returns/Exceptions, Research and Adjustments, Official items, Bankcard, Proof, R&A, OD Services, etc.)
  • Strong MS Office suite skills (Word, Excel, PowerPoint, Outlook)
  • Exposure to TCE systems such as Teller Exceptions Balancing System (TEBS), Financial Data Entry System (FDES), Image View, Content Navigator, eLedger, etc
  • Image processing knowledge

Responsibilities

  • Investigating daily incoming research and adjustment inquiries
  • Resolving differences
  • Answering service requests and inquiries received from various channels
  • Determining accounting entries
  • Making appropriate disposition
  • Handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off
  • Performs routine or complex account maintenance depending on client account type

Other

  • 1+ year Prior Banking Center Teller experience
  • Assists peers and leadership with resolving complex, time sensitive exceptions
  • Handles escalations received from business partners by providing clean concise communication through email and phone
  • Contributes to improving process efficiencies by supporting the review and validation of departmental procedures
  • Maintains high-volume portfolios