Treasury F&S Advisor - Service
Bank of America - Farmington, CT
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Job Description: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 card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities: 2-3 years'' experience in client service or client facing roleAbility to escalate appropriately to resolve client escalations and to meet and exceed client''s implementation timelineProblem/solving/analytical and organizational skillsComfortable excelling in a metric and timeline driven environmentClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalateKnowledge of Operational Risk, Client Money Protection and FundingRequired skills:Client focused with the ability to conduct discussions with Clients in a confident manner.Excellent communications skills.Ability to work under pressure in a team environment.Ability to liaise with all levels of the firm and people with different experiences and backgrounds.Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description: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 card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities: 2-3 years'' experience in client service or client facing roleAbility to escalate appropriately to resolve client escalations and to meet and exceed client''s implementation timelineProblem/solving/analytical and organizational skillsComfortable excelling in a metric and timeline driven environmentClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalateKnowledge of Operational Risk, Client Money Protection and FundingRequired skills:Client focused with the ability to conduct discussions with Clients in a confident manner.Excellent communications skills.Ability to work under pressure in a team environment.Ability to liaise with all levels of the firm and people with different experiences and backgrounds.Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description: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 card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities: 2-3 years'' experience in client service or client facing roleAbility to escalate appropriately to resolve client escalations and to meet and exceed client''s implementation timelineProblem/solving/analytical and organizational skillsComfortable excelling in a metric and timeline driven environmentClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalateKnowledge of Operational Risk, Client Money Protection and FundingRequired skills:Client focused with the ability to conduct discussions with Clients in a confident manner.Excellent communications skills.Ability to work under pressure in a team environment.Ability to liaise with all levels of the firm and people with different experiences and backgrounds.Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldShift:1st shift (United States of America)Hours Per Week: 40
Created: 2021-11-29