Sr Service Specialist

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

Benefits offered by this job

Competitive benefits

Flexible benefits

Job summary

Bank of America is seeking a Treasury Client Support professional to handle inquiries via phone, email, and online channels. You will analyze requests, collaborate with Sales, Relationship Managers, and Compliance to provide accurate resolutions, and help ensure client satisfaction.

The role emphasizes clear communication, attention to detail, and the ability to manage multiple priorities in a fast-paced banking environment.

Qualifications

• 1+ years of experience working with customers.
• 1+ years of experience handling difficult situations with customers.
• Intermediate proficiency in written and verbal communications.

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 procedures.
• Deepens relationships with business partners and clients through quality customer service.
• Conducts research using bank systems to respond to client questions and inquiries.

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

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.

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. Join us!

Job Description

This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

LOB Job Description

First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management and depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.

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

LOB Responsibilities

• 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.

LOB Requirements

• 1+ years of experience working with customers.
• 1+ years of experience handling difficult situations with customers.
• Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
• Strong organizational and time-management skills, with the ability to shift between multiple priorities, and maintain a high level of accuracy
• Comfortable receiving ongoing performance 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.

Desired Skills

• 1-2 years of experience in the Banking/Financial industry.

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

Shift

1st shift (United States of America)

Hours Per Week

40