Assistant Vice President - Client Service Advisor
Job Description:
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!
Job Description:
We are currently seeking Treasury Service Advisors to join our team. Working with our varied multi-national corporate and FI clients. You will help to Service, advise, support and manage portfolio of Global Treasury Services MNC, FI and Middle Market clients by providing professional, courteous and high quality customer service in all aspects of domestic, international and cash management services. This role offers a high level of visibility as youll work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with a variety of client stakeholders.
We not only offer the training and support youd expect from a leading global bank but also the opportunity to grow your career. With exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth of the team, we can offer excellent development and represent the ideal mobility opportunity.
Responsibilities:
Working closely with Sales, Operations, Technical Help Desk, and Fulfilment departments leveraging teamwork to provide the client with a seamless delivery
Act as primary point for clients. Manage, log and investigate the day to day servicing enquiries, complaints of all assigned and escalate as appropriate
Provide consistent service and keep clients informed on status of all outstanding enquiries
Liaise with local / regional operations at all levels for timely and accurate resolution of queries.
Conduct period service and scorecard review with clients
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients needs are satisfied
Actively join in, support & implement local or regional projects as assigned by the Client Services Manager.
Undertake regulatory remediation and ensure closures within designated timelines
Ensure full compliance of all applicable laws, regulations, credit, KYC.AML policies and exercise appropriate delegated authority.
Perform all duties as assigned by the Client Services Manager.
Skills:
At least 7-10 years working experience in area of Client Services in the bank concentrating on delivery of treasury and cash management solutions for Corporate and/or Financial Institutional. Experience in servicing Bank and Non-Bank Financial Institution client is preferred.
Excellent presentations, communication, time management, problem solving, interpersonal and team work skills.
Possessing a passion and urgency to serve our clients and operate as a client advocate.
Managing multiple request simultaneously that contain a variety of complexity and resolution periods.
Track record gained through operational experience within the payment, trade, or treasury environment.
Good commend of spoken English.
A good understanding of in-country banking system, account and liquidity structures as well as payment delivery systems.
Excellent rapport with client contacts at all levels and with internal partners at all levels.
A proactive learner and self-starter seeking continuous improvement in all job-related aspects.
Able to work under pressure and challenges.
Demonstrated experience with continuous improvement and process efficiency methodologies.
Apply Now
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!
Job Description:
We are currently seeking Treasury Service Advisors to join our team. Working with our varied multi-national corporate and FI clients. You will help to Service, advise, support and manage portfolio of Global Treasury Services MNC, FI and Middle Market clients by providing professional, courteous and high quality customer service in all aspects of domestic, international and cash management services. This role offers a high level of visibility as youll work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with a variety of client stakeholders.
We not only offer the training and support youd expect from a leading global bank but also the opportunity to grow your career. With exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth of the team, we can offer excellent development and represent the ideal mobility opportunity.
Responsibilities:
Working closely with Sales, Operations, Technical Help Desk, and Fulfilment departments leveraging teamwork to provide the client with a seamless delivery
Act as primary point for clients. Manage, log and investigate the day to day servicing enquiries, complaints of all assigned and escalate as appropriate
Provide consistent service and keep clients informed on status of all outstanding enquiries
Liaise with local / regional operations at all levels for timely and accurate resolution of queries.
Conduct period service and scorecard review with clients
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients needs are satisfied
Actively join in, support & implement local or regional projects as assigned by the Client Services Manager.
Undertake regulatory remediation and ensure closures within designated timelines
Ensure full compliance of all applicable laws, regulations, credit, KYC.AML policies and exercise appropriate delegated authority.
Perform all duties as assigned by the Client Services Manager.
Skills:
At least 7-10 years working experience in area of Client Services in the bank concentrating on delivery of treasury and cash management solutions for Corporate and/or Financial Institutional. Experience in servicing Bank and Non-Bank Financial Institution client is preferred.
Excellent presentations, communication, time management, problem solving, interpersonal and team work skills.
Possessing a passion and urgency to serve our clients and operate as a client advocate.
Managing multiple request simultaneously that contain a variety of complexity and resolution periods.
Track record gained through operational experience within the payment, trade, or treasury environment.
Good commend of spoken English.
A good understanding of in-country banking system, account and liquidity structures as well as payment delivery systems.
Excellent rapport with client contacts at all levels and with internal partners at all levels.
A proactive learner and self-starter seeking continuous improvement in all job-related aspects.
Able to work under pressure and challenges.
Demonstrated experience with continuous improvement and process efficiency methodologies.
Apply Now