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Treasury F&S Sr. Specialist - Card Service

Brea, California

Job Description:

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.

Job Responsibilities: Independently provides account management, client servicing for highly complex accounts, which include highest revenue clients with Commercial Card products and servicing needs. Researches, analyzes, and resolves a wide range of Commercial Card products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to resolve complex, unique client requests. Exercises judgment and discretion with respect to client relationships and problem resolutions. Understands the end-to-end process and identifies opportunities to initiate client collaboration in the development of product services including recommending new products to the client. Provides statistical analysis and initiates projects and processes to improve efficiency. Prior knowledge of card is preferred but not mandatory. Must be a team player, take ownership, and drive for results to grow the business, sustain intensity and optimism while focusing on the client.

Required Skills:

  • 3-5 years Customer Service experience
  • Excellent written and verbal communication skills
  • Intermediate Microsoft Office skills (specifically Excel)
  • Experience with Commercial and Large Corporate Card Servicing
  • Ability to work in fast paced environment
  • Ability to work well in a team environment
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Desired Skills:

  • Sharp desk and time management skills
  • Experience with Treasury Management and Products


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


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