Team Member

Job Description:

About Us

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Global Business Services

Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.

Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.

In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.

Process Overview*

The ESO organization works families and legal partners of the deceased customer when they have experienced the loss of a loved one. The ESO team crosses multiple lines of business while handling multiple product relationships and ensures the customers and Bank’s interest

Job Description*:

The Estate Servicing Operations (ESO) team ensures the end-to-end deceased customer experience is coordinated from notification to the final disbursement and/or closure of the account. Working with survivors requires a special touch to ensure all transactions are handled within stipulated timeliness and are completed accurately.

Responsibilities:

Respond to requests in a timely manner by processing protective maintenance and reviewing documents. Investigate by determining the best course of action for the deceased customer account to resolve the requests. Should have strong understanding of the internal policies, procedures and empathetical mindset for early resolution and regulatory requirements when reviewing customer’s accounts. Ability to follow logical, analytical approach while completing the research to complete the request. Must be able to balance Quality and Productivity expectations due to sensitive nature of business

Requirements

Education:

•       Graduation/ Post Graduation (except BE, BTECH)

Experience Range:

1 to 3 years

Foundational skills:

• Good communication skills
• Strong attention to detail and ability to work both independently as well as part of team
• Good Analytics skills
• Excellent eye for detail
• Good decision-making skills
• Understanding Deceased Client requirements
• Understanding of Banking Products
• Should be flexible to support business needs

 Desired skills:

•       High attention to detail

Work Timings:

• 7:30 am to 9:30 pm IST – Flexible Shift window
• Weekend Off (Flexible per business requirement)

 Job Location: Mumbai