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Treasury F&S Advisor

Bank of America - Jacksonville, FL

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Job Description

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.LOB Job Description:Assist in supporting the contact center sites 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 in the day to day operations.Key Responsibilities: This candidate will help manage day to day operations and support the site leader with requests received by phone, email from clients and internal partners; Perform business analysis functions to ensure we are in compliance from a risk a regulatory requirement. 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. Prepares and presents information when meeting with senior leaders and business partners.Required skills:1+ years of experience working with Treasury clients1+ years of experience handling complex situations with clientsAbility to provide a positive client experience through creative solutionsIntermediate Proficiency (1-3 years) in written and verbal communication skillsAbility to overcome client objectionsNavigate multiple computer systems while interacting with clientComfortable receiving and providing on going performance feedback and coachingAbility to analyze and resolve operational issuesDesired skills:1-2 years of experience in the Banking/Financial industry1-3 years'' experience in a call center environmentBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldStrives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsEasily adapt to change in an evolving environment1-2 years of previous Treasury experience preferredPrevious leadership experience preferred but not requiredOther 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:500 --> 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.LOB Job Description:Assist in supporting the contact center sites 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 in the day to day operations.Key Responsibilities: This candidate will help manage day to day operations and support the site leader with requests received by phone, email from clients and internal partners; Perform business analysis functions to ensure we are in compliance from a risk a regulatory requirement. 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. Prepares and presents information when meeting with senior leaders and business partners.Required skills:1+ years of experience working with Treasury clients1+ years of experience handling complex situations with clientsAbility to provide a positive client experience through creative solutionsIntermediate Proficiency (1-3 years) in written and verbal communication skillsAbility to overcome client objectionsNavigate multiple computer systems while interacting with clientComfortable receiving and providing on going performance feedback and coachingAbility to analyze and resolve operational issuesDesired skills:1-2 years of experience in the Banking/Financial industry1-3 years'' experience in a call center environmentBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldStrives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsEasily adapt to change in an evolving environment1-2 years of previous Treasury experience preferredPrevious leadership experience preferred but not requiredOther 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:500 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.LOB Job Description:Assist in supporting the contact center sites 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 in the day to day operations.Key Responsibilities: This candidate will help manage day to day operations and support the site leader with requests received by phone, email from clients and internal partners; Perform business analysis functions to ensure we are in compliance from a risk a regulatory requirement. 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. Prepares and presents information when meeting with senior leaders and business partners.Required skills:1+ years of experience working with Treasury clients1+ years of experience handling complex situations with clientsAbility to provide a positive client experience through creative solutionsIntermediate Proficiency (1-3 years) in written and verbal communication skillsAbility to overcome client objectionsNavigate multiple computer systems while interacting with clientComfortable receiving and providing on going performance feedback and coachingAbility to analyze and resolve operational issuesDesired skills:1-2 years of experience in the Banking/Financial industry1-3 years'' experience in a call center environmentBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldStrives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsEasily adapt to change in an evolving environment1-2 years of previous Treasury experience preferredPrevious leadership experience preferred but not requiredOther 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

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