Senior Treasury Client Services Specialist

Bank of America Corporation; Deerwood Club (FL); On-site; USD 40,000 - 64,000; Full time

Job summary

Bank of America is seeking a Treasury Client Services professional to handle inquiries from treasury clients via phone, email, or online channels. The role involves analyzing requests, coordinating with internal partners, and ensuring timely, accurate responses to support client satisfaction.

Ideal candidates bring 1+ year of customer service experience, strong communication skills, and an ability to navigate multiple bank systems while maintaining high service quality.

Qualifications

• 1+ years of experience working with customers.
• 1+ years of experience handling difficult situations with customers.
• Intermediate proficiency in written and verbal communications (grammar and spelling).
• Strong organizational and time-management skills with the ability to handle multiple priorities.
• Comfortable receiving ongoing feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.
• Ability to analyze and resolve customer inquiries.
• Ability to provide a positive customer experience through creative solutions.
• At least an intermediate ability in computer skills.
• Ability to navigate multiple computer systems while interacting with the customer.

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.
• Receive and respond to requests via email and provide resolution.

Skills

Analytical Thinking

Active Listening

Oral Communications

Written Communications

Attention to Detail

Problem Solving

Customer and Client Focus

Collaboration

Executive Presence

Stakeholder Management

Adaptability

Account Management

Job description

Bank of America is seeking a Treasury Client Services professional to handle inquiries from treasury clients via phone, email, or online channels. The role involves analyzing requests, coordinating with internal partners, and ensuring timely, accurate responses to support client satisfaction.

Ideal candidates bring 1+ year of customer service experience, strong communication skills, and an ability to navigate multiple bank systems while maintaining high service quality.