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Treasury F&S Advisor - Service job in Phoenix at Bank of America

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Treasury F&S Advisor - Service at Bank of America

Treasury F&S Advisor - Service

Bank of America Phoenix, AZ Full Time
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Job Description:

Role Overview: Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

LOB Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Key Responsibilities:

Receive and respond to requests received by phone, email from clients and internal partners;
Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Required skills:
Minimum of 2-5 years of banking experience, preferably in a client facing role 
Proven customer service skills and experience
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).   
Excellent verbal and written communication skills
Problem/solving/analytical and organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
General Understanding of the Global market

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

6:30AM – 3:00PM PST

Referral Bonus Amount:

500 -->

Job Description:

Role Overview: Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

LOB Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Key Responsibilities:

Receive and respond to requests received by phone, email from clients and internal partners;
Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Required skills:
Minimum of 2-5 years of banking experience, preferably in a client facing role 
Proven customer service skills and experience
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).   
Excellent verbal and written communication skills
Problem/solving/analytical and organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
General Understanding of the Global market

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

6:30AM – 3:00PM PST

Referral Bonus Amount:

500

Job Description: Role Overview: Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

LOB Job Description:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Key Responsibilities:

Receive and respond to requests received by phone, email from clients and internal partners;
Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Required skills:
Minimum of 2-5 years of banking experience, preferably in a client facing role 
Proven customer service skills and experience
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).   
Excellent verbal and written communication skills
Problem/solving/analytical and organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
General Understanding of the Global market

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Shift:

1st shift (United States of America)

Hours Per Week: 

40
 

Recommended Skills

  • Analytical
  • Banking Services
  • Business Relationship Management
  • Business Requirements
  • Cash Management
  • Communication
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