Treasury Client Services 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

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.