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Treasury F&S SrSpec-Service – Card Client Servicing (Band 6)

Brea, California

Job Description:

Position located on-site in Brea, CA

 

Hours: 1st shift, schedules available as follows:

  • Monday – Friday 6:30am to 3:00pm (days off Saturday & Sunday)
  • Sunday – Thursday 7:30am to 3:30pm (days off Friday & Saturday)
  • Friday – Tuesday 10:00am to 7:30pm (days off Wednesday & Thursday)

All schedules require flexibility to be able to work additional time based on business need.

 

Line of Business Description: This position supports the Card Client Servicing team within Global Banking and Markets Operations (GBAM) space. Duties include, but are not limited to:

  • Acts as first point of contact for inquiries received from high revenue clients via email or phone channel.
  • Reads, analyzes and/or determines appropriate handling and resolution of requests.
  • Requests consist of treasury, cash management, card and/or depository products.
  • May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.
  • Receives and responds to requests received by email or phone.
  • Provides resolution for requests received via phone or email.
  • Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight.
  • Conducts limited research and respond to client and be able answer questions and inquiries.
  • Utilizes the various bank systems to support clients requests.

Enterprise Description/Role Overview: First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.

Key Responsibilities - Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Qualifications

Required Skills and Experience

  • 1+ years of experience working with customers.
  • 1+ years of experience handling difficult situations with customers.
  • Intermediate proficiency (1-3 years of experience) in written (including grammar and

spelling) and verbal communications.

  • Comfortable receiving ongoing performance feedback and coaching.
  • Ability to engage with customers, begin a conversation, build rapport, and handle objections.
  • Comfortable with ongoing change and learning new technology/processes.
  • Ability to analyze and resolve customer inquiries.
  • Ability to provide a positive customer experience through creative solutions.
  • At least an intermediate ability in computer skills with ability to navigate multiple computer systems while interacting with the customer.

Desired Skills and Experience

  • 1-2 years of experience in the Banking/Financial industry.
  • 1-3 years of experience working in a call center.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20008352

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Check out the Brea office

Located in North Orange County, we’re just a few blocks from the local farmer’s market and surrounded by more than 175 Art in Public Places installations, like the Orange Grove Fountain.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
275 Valencia Ave, CA, Brea, 92823