Senior Treasury Client Services Specialist

Bank of America Corporation; Jacksonville (FL); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking a dedicated associate to service Treasury clients via phone, email, or online channels. You will analyze inquiries and determine appropriate resolution while partnering with Sales, Product, Compliance, and Operations to support client needs.

You will be the first point of contact for high revenue clients, handling treasury, cash management, card and depository product inquiries with a focus on timely resolution and client delight.

Qualifications

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

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 received by email.
• Provides resolution for requests received via email.
• Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight.
• Conduct limited research and respond to client and be able answer questions and inquiries.
• Utilize the various bank systems to support clients requests.

Skills

Analytical Thinking

Claims Management

Customer and Client Focus

Oral Communications

Written Communications

Account Management

Adaptability

Attention to Detail

Critical Thinking

Problem Solving

Active Listening

Coaching

Collaboration

Executive Presence

Stakeholder Management

Job description

Bank of America Corporation is seeking a dedicated associate to service Treasury clients via phone, email, or online channels. You will analyze inquiries and determine appropriate resolution while partnering with Sales, Product, Compliance, and Operations to support client needs.

You will be the first point of contact for high revenue clients, handling treasury, cash management, card and depository product inquiries with a focus on timely resolution and client delight.