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Bank of America Treasury F&S Advisor - Service (Chicago, IL) in Chicago, Illinois

Job Description:

Role Overview:

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.

Required skills:

  • 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

Desired 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

Location :

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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