Treasury Service Advisor

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 a diverse and 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!

Job Description:

This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

Job Description:

This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

LOB Job Description:

Under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex operational requests. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Interacts continuously and deepens relationships with internal business partners to further enhance client delight. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate candidly, able to improve processes, drive for results and take ownership to enhance client delight.

Responsibilities:

Prioritize client requests, case and resolve eligible items.

Create a case/package for tracking, monitoring and E2E resolution as applicable.

Interacts continuously with clients and internal business partners to further enhance client delight.

Conduct extensive legal documentation research and respond to client and be able answer questions and inquiries.

Utilize the various bank systems to support client requests.

Requirements:

1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.

Strong leadership qualities and self-motivated.

Great interpersonal skills and positive attitude.

Team player who is flexible and has a willingness to learn and adapt to changes.

Able to work independent of direct supervision.

Must have excellent verbal and written communication skills.

General PC, Windows and Excel Knowledge.

Works well in a high paced environment.

Ability to multi-task while resolving complex issues.

Highly organized, adapt at time management, and problem/solving/analytical.

Desired Skills:

College Degree preferred.

Shift:1st shift (United States of America)

Hours Per Week: 40

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