Treasury F&S Sr Specialist - Global Commercial Implementation

Bank Of America Corporation Charlotte , NC 28201

Posted 5 months ago

Job Description:

Role Overview / Responsibilities:

First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities:

  • Manage dedicated email inbox, prioritize, client requests, case and implement eligible items

  • Create a case/package for tracking, monitoring and E2E resolution as applicable

  • Receive and respond to implementation requests received by email and questions from internal partners

  • Conduct limited research and respond to client and be able answer questions and inquiries

  • Utilize the various bank systems to support clients requests

Required Skills:

  • 2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities

  • Comfortable being a client advocate

  • Able to work independent of direct supervision

  • Ability to escalate appropriately to resolve client escalations and to meet and exceed client's implementation timeline

  • Problem/solving/analytical and organizational skills

  • Comfortable excelling in a metric and timeline driven environment

  • 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, PowerPoint, Outlook and Excel knowledge

Desired Skills:

  • College degree, preferred

  • Proven track record of servicing Large Corporate or Commercial Clients

Posting Date: 03/13/2019

Location: Charlotte, NC, BANK OF AMERICA PLAZA, 101 S TRYON ST, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Treasury F&S Senior Specialist Commercial Real Estate Service Charlotte NC

Bank Of America Corporation

Posted Yesterday

VIEW JOBS 7/20/2019 12:00:00 AM 2019-10-18T00:00 Job Description: First point of contact for inquiries received from a portfolio of high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. Key Responsibilities: * Receive and respond to requests received by email or phone * Provide resolution for requests received via phone or email * Interact continuously and deepen relationships with internal business partners as well as a portfolio of clients to further enhance client delight * Conduct limited research and respond to client and be able to answer questions and inquiries * Utilize the various bank systems to support clients requests Required Qualifications: * 3-5 years customer service experience preferably with Corporate clients * Advanced knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint and Word * An excellent presence with both internal and external stakeholders * A sales mindset and background preferred * Capable of taking large sets of information and identifying key controllable details * Ability to think strategically and execute against a strategic plan * Dynamic personality capable of working in groups and independently * Knowledge of Treasury Service products preferred Posting Date: 07/19/2019 Location: Charlotte, NC, GATEWAY VILLAGE, 900 W TRADE ST, - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Bank Of America Corporation Charlotte NC

Treasury F&S Sr Specialist - Global Commercial Implementation

Bank Of America Corporation