Treasury Services Advisor
3 days ago
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
This job is responsible for acting as the primary point of contact for Treasury clients and performing day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include relationship management and providing servicing and technical assistance to internal business partners, including Sales and Relationship Mangers, Product Managers, Compliance, and Operations to resolve complex and unique client requests.
**Responsibilities**:
- Manages escalated and complex inquiries and requests on accounts with care, aiming to resolve concerns in a timely manner
- Monitors the accuracy of data input into systems of records and gathers information, generates reports, and troubleshoots issues as they arise
- Mitigates risk by maintaining high standards on internal, operational, and financial controls
- Performs research and analysis to resolve customer issues and deepen relationships
- Delivers exceptional customer service by managing the coordination of workflow to business partners from customers
**Skills**:
- Account Management
- Active Listening
- Attention to Detail
- Oral Communications
- Client Experience Branding
- Customer and Client Focus
- Problem Solving
- Research
- Written Communications
- Client Management
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