Senior Treasury Client Experience Specialist

Bank of America; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a Treasury client service specialist to handle inquiries from Treasury clients via phone, email, or online channels, covering treasury, cash management, card, merchant and depository products.

You will partner with internal teams such as Sales, Relationship Managers, Product, Compliance and Operations to provide resolution, perform system research, and respond accurately and promptly to client questions.

Qualifications

• 1+ years of experience in a call center or customer service environment.
• 1+ years of experience handling difficult situations with customers.
• 1-2 years of experience in Banking/Financial industry.
• Intermediate proficiency in written and verbal communications (1-3 years).
• Comfortable receiving ongoing feedback and coaching.
• Ability to engage with customers, build rapport and handle objections.
• Comfortable with ongoing change and learning new technology/processes.

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.
• Deepens relationships with business partners and clients through quality customer service and responsiveness.
• Conducts research using various bank systems to enable response to client questions and inquiries.

Skills

Analytical Thinking

Claims Management

Customer Focus

Oral Communications

Written Communications

Problem Solving

Active Listening

Attention to Detail

Collaboration

Job description

Bank of America is seeking a Treasury client service specialist to handle inquiries from Treasury clients via phone, email, or online channels, covering treasury, cash management, card, merchant and depository products.

You will partner with internal teams such as Sales, Relationship Managers, Product, Compliance and Operations to provide resolution, perform system research, and respond accurately and promptly to client questions.