Treasury F&S Sr. Advisor
Charlotte, North Carolina
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Assist in supporting teams who are the primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, depository and/or card products and services of varying complexity. This team provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. This applicant also supports the Leadership team and internal associates.
Responsibilities:
This candidate will help manage day to day operations, collect data, analyze and create PowerPoint and excel presentations.
Send reports to teams, support ARM requests.
Help new hire onboarding and technical support.
Perform Quality Assurance functions to ensure high risk processes are completed per procedure;
Research complex issues raised by clients working with the banks platforms that are not resolved by first point of contact;
Work closely with partners both internally and externally to resolve clients issues.
Required Skills & Abilities:
1+ years of experience working with Treasury clients
1+ years of experience handling complex situations with clients
Ability to provide a positive client experience through creative solutions
Intermediate Proficiency (1-3 years) in written and verbal communication skills
Ability to overcome client objections
Navigate multiple computer systems while interacting with client
Comfortable receiving and providing on going performance feedback and coaching
Ability to analyze and resolve customer inquiries
Desired Skills & Abilities:
1-2 years of experience in the Banking/Financial industry
1-3 years experience in a call center environment
1-2 years of previous Treasury experience preferred
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Easily adapt to change in an evolving environment
Previous leadership experience preferred but not required
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.
