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Global Banking Operations, Client Services Officer, Sydney

Sydney, , Australia

Job Description:

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.

The Team

Within the Treasury / Cash Management business of the bank, the Global Banking Operations Team independently consults and acts as a liaison with business partners and clients to ensure client requirements are fully met for services requested within the specified timeframes.

What You Can Expect

You will assist in the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and client delight. You will have the opportunity to participate in client planning or project management to position and deliver the full range of client service channels as part of the overall client relationship.

You will gain an understanding of the end-to-end process and utilizes professional judgment in determining appropriate resolution of client needs.

You will build and sustain relationships, transcend silos to achieve swift adoption and communicate crisply and candidly to drive client delight. This role is considered a clear career path for senior and / or team leader opportunities and enable you to fulfil this potential. 

What You Will Do

  • Coordinate the opening incremental accounts for existing clients from documentation walkthrough to ensuring the accounts are activated on the Bank’s online portal
  • Ensure clients have the latest account agreements executed and recorded on the Bank’s platforms
  • Ensuring the Bank aligns with Australian regulatory requirements through timely collection of account signatory identification
  • Advising clients on aligning their payment instructions with global regulatory requirements
  • Guiding clients on the required documentation to service their accounts
  • Ensuring the bank maintains revenue streams by setting up account billing on a timely and accurate basis
  • Supporting the Bank’s Client Onboarding and Servicing teams to ensure the Bank’s regional network is deployed efficiently

Skills / Experience / Characteristics

  • Strong communication and coordination skills
  • 1-2 years banking experience
  • Accountability and ownership
  • Willingness to learn
  • Self starter
  • Attention to detail
  • Highly organized

Job Band:

H6

Shift: 

Hours Per Week:

38

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

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.

The Team

Within the Treasury / Cash Management business of the bank, the Global Banking Operations Team independently consults and acts as a liaison with business partners and clients to ensure client requirements are fully met for services requested within the specified timeframes.

What You Can Expect

You will assist in the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and client delight. You will have the opportunity to participate in client planning or project management to position and deliver the full range of client service channels as part of the overall client relationship.

You will gain an understanding of the end-to-end process and utilizes professional judgment in determining appropriate resolution of client needs.

You will build and sustain relationships, transcend silos to achieve swift adoption and communicate crisply and candidly to drive client delight. This role is considered a clear career path for senior and / or team leader opportunities and enable you to fulfil this potential. 

What You Will Do

  • Coordinate the opening incremental accounts for existing clients from documentation walkthrough to ensuring the accounts are activated on the Bank’s online portal
  • Ensure clients have the latest account agreements executed and recorded on the Bank’s platforms
  • Ensuring the Bank aligns with Australian regulatory requirements through timely collection of account signatory identification
  • Advising clients on aligning their payment instructions with global regulatory requirements
  • Guiding clients on the required documentation to service their accounts
  • Ensuring the bank maintains revenue streams by setting up account billing on a timely and accurate basis
  • Supporting the Bank’s Client Onboarding and Servicing teams to ensure the Bank’s regional network is deployed efficiently

Skills / Experience / Characteristics

  • Strong communication and coordination skills
  • 1-2 years banking experience
  • Accountability and ownership
  • Willingness to learn
  • Self starter
  • Attention to detail
  • Highly organized

Learn more about this role

Full time

JR-22073405

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Matthew Whittall

Referral Bonus:

0

Street Address

Primary Location:
1 FARRER PLACE, Sydney, 2000