Treasury Client Solutions Specialist

Bank of America Corporation; Jacksonville (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

Bank of America is seeking a Treasury Client Services professional to handle inquiries from clients via phone, email, or online channels, ensuring accurate resolution and high-quality service.

The role requires coordinating with Sales & Relationship Managers, Product Managers, Compliance and Operations to resolve inquiries and provide technical support. Strong communication skills and 1+ year of customer-facing experience are essential.

Qualifications

• 1+ year of experience working with customers.
• 1+ year of experience handling difficult situations with customers.
• Intermediate proficiency in written and verbal communications (grammar and spelling).
• Strong organizational and time-management skills with ability to manage multiple priorities.

Responsibilities

• Responds to client and partner requests received by email, phone, chat, or workflow system.
• Performs QA to ensure high risk processes follow procedures.
• Deepens relationships with business partners and clients through quality service.
• Conducts research using bank systems to respond to client questions and inquiries.
• Engages with internal teams to provide resolution to client inquiries.

Skills

Analytical Thinking

Customer and Client Focus

Oral Communications

Written Communications

Account Management

Adaptability

Quality Assurance

Job description

Bank of America is seeking a Treasury Client Services professional to handle inquiries from clients via phone, email, or online channels, ensuring accurate resolution and high-quality service.

The role requires coordinating with Sales & Relationship Managers, Product Managers, Compliance and Operations to resolve inquiries and provide technical support. Strong communication skills and 1+ year of customer-facing experience are essential.