Bank of America Treasury F&S Advisor - Service (Chicago, IL) in Chicago, Illinois
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.
Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks multiple businesses that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities.
Comfortable being a client advocate
Able to work independent of direct supervision
Comfortable leading and hosting moderate to complex project calls with client, sales and operation partners
Ability to hold self, sales and operations partners accountable for meeting implementation deadline
Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
Problem/solving/analyticaland organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
Strong analytical & problem solving skills
Proven track record of servicing Large Corporate or Commercial Clients
College degree in Finance or Business
1-3 years of experience working in a call center
Posting Date : 08/12/2019
Chicago, IL, 135 S LA SALLE ST (IL4135),
- United States
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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