Treasury Support Advisor - CashPro & Tech Center

Bank of America Corporation; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation seeks a Treasury Client Support professional to serve as the primary contact for treasury, cash management, card, merchant, and depository services.

The role emphasizes delivering exceptional relationship management, client service, and technical support while collaborating with Sales, Relationship Managers, Product, Compliance and Operations to resolve complex inquiries and ensure a seamless client experience across treasury services.

Qualifications

• Experience supporting treasury-related client inquiries and services.
• Strong written and verbal communication with professional presentation.
• Ability to build rapport with clients and internal partners.

Responsibilities

• Respond to escalated client inquiries via phone and email in a timely, professional manner.
• Provide prompt resolution and support for a wide range of client requests.
• Strengthen relationships with internal partners and clients to drive service excellence.
• Research client inquiries, identify solutions, and deliver accurate responses.
• Use multiple bank systems and tools to support requests and account servicing.
• Leverage CashPro applications to support client needs and provide product guidance.

Skills

Customer service

Relationship management

Communication

Analytical thinking

Multitasking

Adaptability

Problem solving

Tools

CashPro

Banking systems

Job description

Bank of America Corporation seeks a Treasury Client Support professional to serve as the primary contact for treasury, cash management, card, merchant, and depository services.

The role emphasizes delivering exceptional relationship management, client service, and technical support while collaborating with Sales, Relationship Managers, Product, Compliance and Operations to resolve complex inquiries and ensure a seamless client experience across treasury services.