Canada Service Advisor

Bank of America; Chicago (IL); On-site; USD 34,000 - 59,000; Full time

Job summary

Bank of America is seeking a Treasury Services Specialist in Chicago to serve as the primary contact for treasury, cash management, card, merchant, and depository products. You will provide relationship management, servicing, and technical assistance to internal partners to resolve complex client requests.

The role focuses on day-to-day servicing for treasury and depository services, with the ability to engage multiple internal partners to address openings and implementations.

Qualifications

• 1+ year of experience with Treasury Services.
• Experience receiving and responding to requests received by phone, email from clients and internal partners;
• Experience troubleshooting, researching, and responding 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;
• Ability to engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Responsibilities

• Responds to client and partner requests received by email, phone, chat or workflow system
• Performs Quality Assurance to ensure high risk processes are completed according to written procedures
• Researches and resolves complex issues raised by clients ensuring client satisfaction
• Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated
• Educates clients on digital tool options, championing innovation with a client‑centric mindset

Skills

Analytical Thinking

Problem Solving

Reporting

Attention to Detail

Critical Thinking

Prioritization

Risk Management

Decision Making

Stakeholder Management

Job description

Job Description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description: This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

Responsibilities

• Responds to client and partner requests received by email, phone, chat or workflow system
• Performs Quality Assurance to ensure high risk processes are completed according to written procedures
• Researches and resolves complex issues raised by clients ensuring client satisfaction
• Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated
• Educates clients on digital tool options, championing innovation with a client‑centric mindset

LOB Responsibilities

• 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

Required Qualifications

• 1+ year of experience with Treasury Services.
• Experience receiving and responding to requests received by phone, email from clients and internal partners;
• Experience troubleshooting, researching, and responding 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;
• Ability to engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Skills

• Analytical Thinking
• Problem Solving
• Reporting
• Attention to Detail
• Critical Thinking
• Prioritization
• Risk Management
• Decision Making
• Stakeholder Management

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)

Pay range $25.38 - $42.87 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Corporate Values

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency