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Officer, Treasury Services

Chennai, , India

Job Description:

Job Description

Position Description

First point of contact for enquiries received from high revenue clients via email or phone channel. Provide support to manage identified client portfolio through dedicated and committed services as per Bank standards to achieve “Client Delight” consistently. The portfolio will include Financial and Non-Banking Financial Institutions, covering all FI and Corporate Products & services. 


Key Responsibilities

  • Handhold complex and critical transactions for key clients and day to day servicing queries of clients.
  • Investigate and resolve enquiries in a timely/ accurate manner in accordance with service levels.
  • Single point of contact for compliance / regulatory follow-ups, enable resolution of client queries in line with regulatory requirements.
  • Work with team, business partners, Wire Investigations team and clients to provide and promote quality service solutions.
  • Provide proactive training / advisory services to clients to minimize input defects and enable faster turn-around.
  • Periodic analysis of client enquiry statistics to identify trends and recurring issues.
  • Routine dialogue with client to understand key requirements, pro-active engagement for outstanding enquiries / deliverables
  • Client visits and proactive initiatives for relationship management.
  • Market Service initiatives, successes and strengths to new/existing clients.

Key Requirements

  • 8-10 years Client Service experience in an international/domestic payments banking environment.
  • Strong interpersonal and problem solving skills
  • Working knowledge of treasury, trade, cash management services and digital payments
  • Proficiency in written (including grammar and spelling) and verbal communications
  • Good PC skills (Windows, Word, Excel, PowerPoint, MS Office) with an ability to navigate multiple computer systems while interacting with the customer
  • Ability to analyze and resolve customer enquiries

Desired Skills

  • Experience in the Banking & Financial industry.
  • Ability to build strong client relationships-customer & stakeholder engagement.
  • Good interpersonal and problem solving skills.
  • Ability to work in high pressured environment and meet tight deadlines.
  • Ability to work independently as part of an elite team with good work ethics.
  • Takes personal ownership and accountability on the work assigned.
  • Adapts easily to change.
  • Demonstrate experience with continuous improvement and process efficiency methodologies.
  • Ability to demonstrate initiative and creative thinking.
     

About Bank of America

Our purpose as a firm is to make financial lives better, through the power of every connection. Across the world, we partner with leading corporate and institutional investors through our offices in more than 35 countries. In the U.S. alone, we serve almost all of the Fortune 500 companies and approximately 67 million consumer and small-business clients. We provide a full suite of financial products and services, from banking and investments to asset and risk management. We cover a broad range of asset classes, making us a global leader in corporate and investment banking, sales and trading.


Connecting Asia Pacific to the World


Our Asia Pacific team is spread across 19 cities in 12 markets. We are focused on connecting Asia to the world and the world to Asia, using our global expertise to ensure success is shared between us, our clients and our communities. Our regional footprint covers 12 currencies, more than a dozen languages and five time zones, placing us firmly among the region’s leading financial services companies.

Job Band:

H6

Shift: 

Hours Per Week:

45

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description

Position Description

First point of contact for enquiries received from high revenue clients via email or phone channel. Provide support to manage identified client portfolio through dedicated and committed services as per Bank standards to achieve “Client Delight” consistently. The portfolio will include Financial and Non-Banking Financial Institutions, covering all FI and Corporate Products & services. 


Key Responsibilities

  • Handhold complex and critical transactions for key clients and day to day servicing queries of clients.
  • Investigate and resolve enquiries in a timely/ accurate manner in accordance with service levels.
  • Single point of contact for compliance / regulatory follow-ups, enable resolution of client queries in line with regulatory requirements.
  • Work with team, business partners, Wire Investigations team and clients to provide and promote quality service solutions.
  • Provide proactive training / advisory services to clients to minimize input defects and enable faster turn-around.
  • Periodic analysis of client enquiry statistics to identify trends and recurring issues.
  • Routine dialogue with client to understand key requirements, pro-active engagement for outstanding enquiries / deliverables
  • Client visits and proactive initiatives for relationship management.
  • Market Service initiatives, successes and strengths to new/existing clients.

Key Requirements

  • 8-10 years Client Service experience in an international/domestic payments banking environment.
  • Strong interpersonal and problem solving skills
  • Working knowledge of treasury, trade, cash management services and digital payments
  • Proficiency in written (including grammar and spelling) and verbal communications
  • Good PC skills (Windows, Word, Excel, PowerPoint, MS Office) with an ability to navigate multiple computer systems while interacting with the customer
  • Ability to analyze and resolve customer enquiries

Desired Skills

  • Experience in the Banking & Financial industry.
  • Ability to build strong client relationships-customer & stakeholder engagement.
  • Good interpersonal and problem solving skills.
  • Ability to work in high pressured environment and meet tight deadlines.
  • Ability to work independently as part of an elite team with good work ethics.
  • Takes personal ownership and accountability on the work assigned.
  • Adapts easily to change.
  • Demonstrate experience with continuous improvement and process efficiency methodologies.
  • Ability to demonstrate initiative and creative thinking.
     

About Bank of America

Our purpose as a firm is to make financial lives better, through the power of every connection. Across the world, we partner with leading corporate and institutional investors through our offices in more than 35 countries. In the U.S. alone, we serve almost all of the Fortune 500 companies and approximately 67 million consumer and small-business clients. We provide a full suite of financial products and services, from banking and investments to asset and risk management. We cover a broad range of asset classes, making us a global leader in corporate and investment banking, sales and trading.


Connecting Asia Pacific to the World


Our Asia Pacific team is spread across 19 cities in 12 markets. We are focused on connecting Asia to the world and the world to Asia, using our global expertise to ensure success is shared between us, our clients and our communities. Our regional footprint covers 12 currencies, more than a dozen languages and five time zones, placing us firmly among the region’s leading financial services companies.

Learn more about this role

Full time

JR-22058871

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Vyoma Gandhi [C]

Referral Bonus:

0