Treasury Client Service Specialist

Bank of America; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Private healthcare for you and family

Pension plan and life assurance

Volunteer opportunities

Job summary

Bank of America’s Bromley office is seeking a Treasury Client Service Specialist to support multinational commercial and financial institution clients across EMEA. The role involves day-to-day banking, cash management and treasury services in a client-facing capacity.

Ideal candidates have experience in cash management or treasury servicing within financial services and possess strong communication skills, with a willingness to travel for client meetings.

Qualifications

• Experience in a client service role.
• Background in financial services or a regulated environment.
• Understanding of cash management and treasury products.
• Commitment to continuous improvement and service excellence.
• Ability and willingness to travel for client meetings.
• Clear written and verbal communication skills.
• Problem-solving, prioritisation and stakeholder management.

Responsibilities

• Support clients with treasury, cash management and banking service enquiries.
• Collaborate with colleagues across Client Service, Sales, Product, Operations, Technical Support and Fulfilment to deliver a consistent client experience.
• Coordinate internal activity throughout the enquiry lifecycle to support accurate, effective and timely outcomes.
• Develop client relationships through regular communication and an understanding of each client’s business, priorities and operating model.
• Identify opportunities to improve service delivery, reduce operational friction and encourage effective use of self-service channels.
• Contribute to client meetings and service reviews by sharing relevant insights and supporting continuous improvement.
• Adapt the service approach to meet client needs and support positive client satisfaction outcomes.
• Resolve issues professionally and escalate as needed.
• Use product, operational and industry knowledge to support client servicing and risk management.

Skills

Client service

Financial services

Cash management

Treasury products

Communication skills

Travel willingness

Job description

Job Description:

Job Title:

Treasury Client Service Specialist

Corporate Title:

Officer

Location:

Bromley

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Location Overview:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

The Team:

We are seeking a Treasury Client Service Specialist to join an established team in Bromley, supporting multinational commercial, large corporate and financial institution clients across EMEA.

This client-facing role involves working with internal business and support partners to deliver day-to-day banking, cash management and Treasury services. It would suit someone with experience in cash management, treasury servicing or financial services client support who is looking to develop a career in wholesale banking.

The role offers exposure to financial products, cross-functional teams and specialist development within a growing client service function.

Key Responsibilities:

• Support clients with treasury, cash management and banking service enquiries, providing clear and timely updates.
• Collaborate with colleagues across Client Service, Sales, Product, Operations, Technical Support and Fulfilment to deliver a consistent client experience.
• Coordinate internal activity throughout the enquiry lifecycle to support accurate, effective and timely outcomes.
• Develop client relationships through regular communication and an understanding of each client’s business, priorities and operating model.
• Identify opportunities to improve service delivery, reduce operational friction and encourage effective use of self-service channels.
• Contribute to client meetings and service reviews by sharing relevant insights and supporting continuous improvement.
• Adapt the service approach to meet client needs and support positive client satisfaction outcomes.
• Resolve issues professionally and escal…?
• Use product, operational and industry knowledge to support client servicing and risk management.

What we are looking for:

• Experience in a client service, client support or client-facing role.
• Background in financial services, investment banking or another regulated environment.
• Understanding of cash management, treasury products, payment processes and/or clearing systems.
• Commitment to continuous improvement and contributing to a culture of service excellence.
• Ability and willingness to travel for client meetings, where required.
• Clear written and verbal communication skills with the ability to engage effectively with clients and internal stakeholders.
• Problem-solving, prioritisation and stakeholder management skills, with the ability to support timely client outcomes.

Skills that will help:

• Fluency in a major European language in addition to English, including written and spoken proficiency.

Benefits of working at Bank of America, UK:

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer and ensure that