Treasury Services Advisor

Officer - Treasury Services Advisor

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

What would you like the power to do? At Bank of America, we ask this question every day of all those we serve. It is at the core of how we live our values, deliver our purpose, and achieve responsible growth.

This is an opportunity to join a fast paced team with a huge focus on world class client experience. You can look forward to service, advice, support and manage portfolio of Global Treasury Services MNC, FI and Middle Market clients by providing professional, courteous and high quality customer service in all aspects of domestic, international and cash management services. We make a continuous effort to improve the client experience by leveraging our people and new technologies to deliver the power to make business easier. We’re also delivering an industry-leading employee experience by investing in operational excellence driven tech that simplifies your workflows, offering exceptional learning experiences, implementing local and global ESAT initiatives, etc.

So, What would you like the power to do?

Responsibilities:

Work with Team, Business Partners and Clients to provide and promote quality service resolutions:

• Manage the day to day servicing enquiries of Pan India clients.

• Log, investigate and resolve all enquiries in a timely/accurate manner in accordance with Service Levels.

• Undertake regulatory remediations and ensure closures within designated timelines.

• Provide consistent service and keep clients informed on status of all outstanding enquiries.

• Periodic analysis of client enquiry statistics to identify trends and recurring issues.

• Routine dialogue with client to understand key requirements, pro-active engagement for outstanding enquiries / deliverables.

• Liaise with local / regional operations at all levels for timely and accurate resolution of queries.

• Work with team, business partners, Wire Investigations team and clients to provide and promote quality service solutions.

• Be the client’s trusted advisor and provide proactive services including commercialization of new solutions, etc.

• Need to use high level discretion to understand client’s requirement and escalate as appropriate.

• Provide back up support to other Client Services Advisor and be a team player.

• Deliver a world class client experience.

Skills:

• 4-8 years Client Service experience (preferably within an international/domestic payments banking environment-corporate banking experience / alternatively retail banking experience).

• Knowledge of treasury and cash management services to provide advisory services to clients.

• ·Good interpersonal and problem solving skills; Strong persuasion/ client management skills.

• Good verbal and written communication skills are essential for this role.

• Ability to thrive on challenges, work in high pressured environment and meet tight deadlines.

• Good time management skills, Strong team player with good work ethics.

• Ability to work independently as part of an elite team.

• Attention to detail, Highly organized, Adapts easily to change.

• Takes personal ownership and accountability of the work assigned.

• Ability to build strong client relationships alongwith a proactive approach.

• Friendly outgoing personality to deal with clients / business partners

• It will help to have an Operational Excellence mindset.

Experience Level

Entry Level