Treasury Servicing Advisor
Job Description:
Job Title: Treasury Servicing Advisor
Corporate Title: Up to AVP
Location: Chester
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 an 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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
The Team:
We are seeking a Treasury Service Advisor to join an established team in Chester. Working with a diverse, multinational Commercial, Large Corporate, and Financial Institution client base across EMEA, you will support clients with their day‑to‑day banking, cash management, and treasury services. You will build strong, trusted relationships and position yourself as a valued advisor.
This role offers a high level of visibility, as you will collaborate closely with a range of internal teams to provide seamless service delivery and to build effective relationships with multiple client stakeholders.
Whether you are already working in operational cash management or supporting clients within a financial services environment—and you are motivated to develop a career in wholesale banking—we would be pleased to hear from you.
This role presents an exciting opportunity to grow your career through exposure to a broad range of financial products, increased interaction with business and support partners, and expected year‑on‑year growth of the team. We offer strong development opportunities, and the role represents an excellent mobility opportunity.
Job Description:
This role offers the opportunity to develop your career through exposure to a variety of financial products, regular interaction with business and support stakeholders, and participation in a team that continues to grow year on year. Strong development opportunities are available, making this an ideal role for career progression and internal mobility.
Responsibilities:
As a Treasury Client Service Advisor / Specialist, your key responsibilities will include:
Supporting clients with all aspects of treasury activity, managing expectations and providing regular, clear updates.
Collaborating as part of a team to build a cohesive, industry‑aligned approach that meets shared goals and delivers a consistent service experience for all clients.
Providing first‑point client support by coordinating internal partnerships and activities to deliver accurate and timely resolutions.
Building strong client relationships through regular verbal communication, developing an understanding of client businesses, priorities, and objectives.
Delivering client advice through proactive analysis, identifying opportunities for operational efficiencies, repair reduction, and increased self‑service adoption.
Conducting face‑to‑face meetings to deliver thorough, consultative service reviews, promoting self‑service solutions and demand reduction where appropriate.
Adapting your service approach to individual client needs in order to positively influence client satisfaction survey outcomes.
Resolving conflicts and service challenges professionally, escalating concerns appropriately where there is potential impact on client experience.
Applying industry and product knowledge to strengthen client relationships and support risk mitigation throughout the servicing lifecycle.
Partnering with Sales, Product, Operations, Technical Support, and Fulfilment teams to ensure a seamless end‑to‑end client experience.
Skills Required:
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 clearing systems
A desire to continuously learn, develop, and contribute to a culture of service excellence
Willingness and ability to travel for client meetings
Strong written and verbal communication skills
The ability to influence outcomes and support timely, effective resolutions for clients
Skills that will help:
- Fluency in a major European language in addition to English (written, reading, and speaking)
Benefits of working at Bank of America:
UK
At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
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.
We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.
20 days of back-up childcare including access to school holiday clubs 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, cycle to work etc.
Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
Access to an Employee Assistance Program for confidential support and help for everyday matters.
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 program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
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.
Learn more about this role
Full time
JR-26011823
Manages People:
Age requirement: Must at least be 18 years of age.
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