Service Advisor
Phoenix, Arizona
Job Description:
This role is responsible for acting primary point of contact for Treasury clients, responsible for day-to-day servicing of treasury, cash management, card, merchant and/or depository products and services of varying complexity. These individuals provide 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:
Receives and responds to client and partner requests received by email, phone, chat or workflow system
Engage with customers, begin a conversation, build rapport, handle objections, and explain complex problems
Analyzes, researches and resolves complex issues raised by clients ensuring client satisfaction by providing a positive customer experience through creative solutions
Drives resolution of client issues with internal, technical and/or product partners, ensuring processes are integrated
Performs Quality Assurance to ensure high risk processes are completed per procedure
Champions a culture of innovation and a customer centric mindset
Educates clients on tools and champions digital adoption
Comfortable with ongoing change and learning new technology/processes
Comfortable receiving ongoing performance feedback and coaching
Requirements:
1-2 years of experience in the Banking/Financial industry
1 + years of Customer Service experience
Critical Thinking
Relationship Building
Risk Management
Written & Oral Communication
Time Management
Quality Assurance
Collaborating
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)
Other Qualifications:
1-3 years of experience working in a Call Center
Treasury Products & Solutions
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
