Service Advisor

Bank of America; Town of Charlotte (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a Treasury Client Services Specialist to provide primary point-of-contact for treasury, cash management, card, merchant, and depository products and services.

The role focuses on handling day-to-day servicing tasks, resolving complex client issues, and educating clients on digital tools, with a client-centric mindset and collaboration with internal partners. Shift: 1st shift, 40 hours per week.

Qualifications

• Analytical thinking and problem solving are essential for diagnosing client issues.
• Strong attention to detail to ensure accurate processing and reporting.
• Ability to analyze data and produce clear, actionable insights.
• Experience with documenting processes and communicating resolutions.
• Comfort with cross-functional collaboration and stakeholder engagement.

Responsibilities

• Responds to client and partner requests via email, phone, chat or workflow system.
• Performs QA to ensure high-risk processes follow procedures.
• Researches and resolves complex client issues, ensuring satisfaction.
• Drives resolution with internal partners, integrating processes across teams.

Skills

Analytical thinking

Problem solving

Reporting

Attention to detail

Critical thinking

Prioritization

Risk management

Decision making

Stakeholder management

Job description

About Bank of America

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 Overview

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

• 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

Shift & Hours

Shift: 1st shift (United States of America) Hours Per Week: 40

Company Culture & Inclusion

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.

Additional Resources

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

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