Sr Service Specialist

Bank of America; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a Treasury Client Services Associate to handle high-volume inquiries from treasury clients via phone, email, or chat. You will analyze requests, troubleshoot issues, and coordinate with Sales, Product, Compliance, and Operations to provide timely resolutions.

The role requires strong communication, the ability to juggle multiple systems, and a commitment to delivering a positive client experience while adapting to process changes.

Qualifications

• 1+ years of experience working with customers.
• 1+ years handling difficult customer situations.
• Strong written and verbal communication skills.
• Comfortable learning new technology and processes.

Responsibilities

• Respond to a high volume of calls and chats from clients and internal partners.
• Ability to juggle multiple systems and adapt to challenging experiences while delivering great client experience.
• Provides resolution for requests received via phone and/or chat.
• Conduct research and respond to clients with accurate information.

Skills

Customer service

Communication

Multitasking

Problem solving

Adaptability

Relationship building

Computer literacy

Tools

Banking systems

CRM systems

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.

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.

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 phone and/or chat channels. Responsible for reading, analyzing, troubleshooting, and/or determining appropriate handling and resolution of requests. Requests consist of treasury cash management, card, and/or depository products. Work with internal business partners to provide resolution to client inquiries, issues, and/or technical support

Responsibilities:

• Respond to incoming high volume of calls/chats from clients and internal business partners requests.
• Ability to juggle multiple systems, ability to adapt and manage difficult or challenging client experiences, and back-to-back calls, while engaging with the client on phone and delivering great client experience
• Provides resolution for requests received via phone and/or chat.
• Conduct research and respond to clients and be able answer questions and inquiries.
• Utilize the various bank systems to support clients’ requests.

LOB Required Qualifications:

• 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.
• Comfortable receiving ongoing performance feedback and coaching.
• Ability to engage with customers, begin a conversation, build rapport, and handle objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.
• Comfortable with consistent back-to-back interaction with clients and internals business partners.
• 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.

LOB Desired Qualifications:

• 1-3 years of experience working in a call center. (Highly Desired)
• 1-2 years of experience in the Banking/Financial industry.

Shift:

1st shift (United States of America)

Hours Per Week:

40