Service Advisor
Chicago, Illinois
Job Description:
Enterprise Description/Role Overview: Responsible for day to day servicing and implementation of treasury, cash management and/or depository products and services with varying complexity. Acts as primary point of contact for high revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time sensitive requests. Engage internal business partners as needed to assist in the resolution.
Responsibilities:
Receive and respond to requests received by phone, email from clients and internal partners;
Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.
Requirements:
Minimum of 2-5 years of banking experience, preferably in a client facing role.
Proven customer service skills and experience.
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).
Excellent verbal and written communication skills.
Problem/solving/analytical and 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.
General Understanding of the Global market.
Other Qualifications:
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.
