Client Servicing Advisor

Job Description:

Job Title: Client Servicing Advisor

Corporate Title: Officer

Location: Bromley

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth.  This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.  Join us!

Location Overview:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

We are seeking a Client Servicing Advisor to join an established team in Bromley. Working with our varied multi-national Large Corporate 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 job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analysing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

Responsibilities:

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

What we are looking for:

• You will have experience in client service or client facing roles
• You will have experience gained within financial services or investment banking.
• Fluency in German or French language.
• Effective verbal and written communication skills
• Influencing skills in order foster an optimum and timely resolution for the client
• The ability to travel to client visits

Skills that will help (optional):

• An understanding of cash management and/or treasury products and clearings would be an advantage.
• Appetite to evolve and add to a continued excellence environment

Benefits of working at Bank of America
 

UK

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

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 sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or 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.