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Treasury Services Advisor

Bromley, , United Kingdom

Job Description:

Job Description

Job Title: Treasury Services Advisor

LOB: EMEA Client Services

Corporate Title: Up to AVP

Location: Bromley

We are seeking a Treasury Service Advisor to join an established team in Bromley. Working with our varied multi-national Commercial client base here in EMEA, you’ll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you’ll work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with a variety of client stakeholders.

Whether you’re already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we’d love to hear from you.

This role presents an exciting opportunity to grow your career with exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth and expansion of the team, we can offer excellent development and the roles represents the ideal mobility opportunity.
 

Responsibilities will include but not limited to:

  • Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.

  • Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.

  • Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.

  • Form solid client relationships through regular verbal communication, understanding our clients business and priorities.

  • Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.

  • Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.

  • Tailoring your service approach according to client needs in order to influence positive ‘client satisfaction’ survey responses. 

  • Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.

  • Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.

  • Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.

Core Skills:

  • Experience in client service or client facing roles

  • Experience gained within financial services or investment banking.

  • An understanding of cash management and/or treasury products and clearings

  • Appetite to evolve and add to a continued excellence environment

  • The ability to travel to client visits

  • Excellent verbal and written communication skills

  • Influencing skills in order foster an optimum and timely resolution for the client

Nice to have:

  • Fluency in a major European language in addition to English (written, reading and speaking).

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Job Band:

H6

Shift: 

Hours Per Week:

35

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description

Job Title: Treasury Services Advisor

LOB: EMEA Client Services

Corporate Title: Up to AVP

Location: Bromley

We are seeking a Treasury Service Advisor to join an established team in Bromley. Working with our varied multi-national Commercial client base here in EMEA, you’ll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you’ll work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with a variety of client stakeholders.

Whether you’re already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we’d love to hear from you.

This role presents an exciting opportunity to grow your career with exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth and expansion of the team, we can offer excellent development and the roles represents the ideal mobility opportunity.
 

Responsibilities will include but not limited to:

  • Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.

  • Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.

  • Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.

  • Form solid client relationships through regular verbal communication, understanding our clients business and priorities.

  • Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.

  • Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.

  • Tailoring your service approach according to client needs in order to influence positive ‘client satisfaction’ survey responses. 

  • Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.

  • Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.

  • Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.

Core Skills:

  • Experience in client service or client facing roles

  • Experience gained within financial services or investment banking.

  • An understanding of cash management and/or treasury products and clearings

  • Appetite to evolve and add to a continued excellence environment

  • The ability to travel to client visits

  • Excellent verbal and written communication skills

  • Influencing skills in order foster an optimum and timely resolution for the client

Nice to have:

  • Fluency in a major European language in addition to English (written, reading and speaking).

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements. As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Learn more about this role

Full time

JR-21044046

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Josh Littlemore

Referral Bonus:

0

Street Address

Primary Location:
26 ELMFIELD RD, Bromley, BR1 1LR