Treasury Service Advisor
Jacksonville, Florida
Job Description:
Under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex operational requests. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality. Responsible for account management (based on requests received) including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution. Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests. Interacts continuously and deepens relationships with internal business partners to further enhance client delight. Also responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. Solid knowledge of bank systems and navigational skills. Must be client focused, a team player, communicate candidly, able to improve processes, drive for results and take ownership to enhance client delight.
Responsibilities:
Prioritize client requests, case and resolve eligible items.
Create a case/package for tracking, monitoring and E2E
resolution as applicable.
Interacts continuously with clients and internal business partners to further enhance client delight.
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.
Requirements:
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, and problem/solving/analytical.
Desired Skills:
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.
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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.
