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Bank Of America Treasury Service Advisor 
United States, Florida, Jacksonville 
512047326

29.08.2024

Job Description:

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, andproblem/solving/analytical.


Skills:

  • Analytical Thinking
  • Reporting
  • Attention to Detail
  • Critical Thinking
  • Prioritization
  • Risk Management
  • Decision Making
  • Stakeholder Management
1st shift (United States of America)