Treasury Services Advisor

Bank of America; Chester; On-site; GBP 30,000 - 50,000; Full time

Job summary

A global financial institution in Chester is seeking a Senior Service Specialist to support treasury services for multinational clients. The role involves building strong relationships, providing client advisory, and working closely with internal teams. Candidates should have client service experience and understanding of cash management. This position offers competitive benefits and growth opportunities.

Benefits

Private healthcare

Competitive pension plan

Childcare support

Flexible benefits options

Volunteering opportunities

Qualifications

• Experience in client service or client facing roles.
• Experience gained within financial services or investment banking.
• Understanding of cash management and/or treasury products.

Responsibilities

• Supporting clients with all aspects of their treasury movements.
• Creating strong client relationships through communication.
• Partnering with internal teams to provide timely service.

Skills

client service experience

communication skills

self-motivation

influencing skills

Education

Experience in financial services

Job description

Overview

Job Title: Senior Service Specialist

Corporate Title: Up to Assistant Vice President

Location: Chester

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:

Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee.

Role Description

We are seeking a Treasury Service Advisor to join an established team in Bromley. Working with our varied multi-national Large Corporate client base here in EMEA, you’ll help to support clients with their everyday banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you’ll work in conjunction with a number of other internal teams to provide seamless delivery to and build relationships with a variety of client stakeholders.

Whether you’re already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we’d love to hear from you.

This role presents an exciting opportunity to grow your career with exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth and expansion of the team, we can offer excellent development and the roles represents the ideal mobility opportunity.

Responsibilities

• Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
• Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
• Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
• Form strong client relationships through regular verbal communication, understanding our clients business and priorities.
• Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
• Face to face meetings, delivering thorough advisor service reviews. Promoting self-service opportunities and demand reduction.
• Tailoring your service approach according to client needs in order to influence positive ‘client satisfaction’ survey responses.
• Professionally resolving conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
• Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
• Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.

What we are looking for

• Experience in client service or client facing roles
• Experience gained within financial services or investment banking.
• An understanding of cash management and/or treasury products and clearings
• Appetite to evolve and add to a continued excellence environment
• The ability to travel to client visits
• Excellent verbal and written communication skills
• Influencing skills in order foster an optimum and timely resolution for the client
• Self-motivated – takes ownership and accountability

Skills that will help

• Fluency in a major European language in addition to English (written, reading and speaking).

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 access to school holiday clubs 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.
• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.
• Access to an Employee Assistance Program for confidential support and help for everyday matters
• 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 program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

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 no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.