Treasury Service Advisor

Job Description:

About Us:      

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
 

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

Responsibilities:

• Responds to client and partner requests received by email, phone, chat or workflow system
• Performs Quality Assurance to ensure high risk processes are completed according to written procedures
• Researches and resolves complex issues raised by clients ensuring client satisfaction
• Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated
• Educates clients on digital tool options, championing innovation with a client-centric mindset.
• Conduct extensive legal documentation research and respond to client and be able answer questions and inquiries.
• Utilize the various bank systems to support client requests.

Required/Desired Skills:

• 1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.
• Strong leadership qualities and self-motivated.
• Great interpersonal skills and positive attitude.
• Team player who is flexible and has a willingness to learn and adapt to changes. Able to work independent of direct supervision.
• Must have excellent verbal and written communication skills.
• General PC, Windows and Excel Knowledge.
• Works well in a high paced environment.
• Ability to multi-task while resolving complex issues.
• Highly organized, adapt at time management, and problem/solving/analytical.

Skills:

• Analytical Thinking
• Reporting
• Attention to Detail
• Critical Thinking
• Prioritization
• Risk Management
• Decision Making
• Stakeholder Management

Shift:

Hours Per Week: