Treasury Client Support Specialist: CashPro & Tech Help

Bank of America Corporation; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation is seeking a Treasury client support professional to serve as the primary contact for treasury, cash management, card, merchant, and depository products. The role emphasizes relationship management, client service excellence, and technical support in a fast-paced environment.

Responsibilities include handling escalated inquiries, coordinating with Sales, Relationship Managers, Product Managers, and Compliance, and delivering accurate, timely responses while navigating

Qualifications

• 1+ years of experience supporting clients on the CashPro Technical Help Desk.
• 1+ years of experience successfully managing challenging customer situations and resolving issues in a professional manner.
• Intermediate proficiency in written and verbal communication, including strong grammar, spelling, and presentation skills.
• Ability to effectively engage with customers, establish rapport, maintain productive conversations, and address objections with confidence.
• Strong analytical and problem‑solving skills, with the ability to identify root causes and resolve customer inquiries efficiently.
• Demonstrated ability to deliver an exceptional customer experience through creative thinking and solution‑oriented service.
• Comfortable receiving ongoing performance feedback and coaching to support continuous professional development.
• Adaptable to a dynamic environment with the ability to learn new technologies, processes, and procedures quickly.
• Intermediate proficiency in computer applications and technology‑based tools.
• Ability to navigate multiple computer systems simultaneously while maintaining a high level of customer service and accuracy.
• Strong multitasking, organizational, and time‑management skills in a fast‑paced service environment.

Responsibilities

• Receive and respond to escalated client inquiries and service requests through phone and email channels in a timely and professional manner.
• Provide prompt resolution and support for a wide range of client requests, ensuring a positive client experience.
• Build and strengthen relationships with internal business partners and clients to enhance client satisfaction and drive exceptional service delivery.
• Conduct research to investigate client inquiries, identify solutions, and provide accurate and effective responses.
• Utilize multiple bank systems and tools to support client requests, troubleshoot issues, and manage account servicing activities.
• Leverage technical expertise across the full suite of CashPro applications to support client needs, resolve complex issues, and provide product guidance.

Skills

Customer service

Communication

Problem solving

Multi-tasking

Time management

Relationship management

Tools

CashPro

Job description

Bank of America Corporation is seeking a Treasury client support professional to serve as the primary contact for treasury, cash management, card, merchant, and depository products. The role emphasizes relationship management, client service excellence, and technical support in a fast-paced environment.

Responsibilities include handling escalated inquiries, coordinating with Sales, Relationship Managers, Product Managers, and Compliance, and delivering accurate, timely responses while navigating