Treasury F&S Advisor-Service
- New York City, NY, USA
- Festanstellung, Vollzeit
- Bank of America Corporation
- 17 Okt 18
Treasury F&S Advisor-Service
Enterprise Role 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
Independently provides account management, client servicing and implementation coordination for highly complex accounts, which include highest revenue clients with specialized product, servicing needs. Researches, analyzes, and resolves a wide range of treasury, cash management and or depository products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to unit associates to resolve complex, unique client requests. Exercises judgment and discretion with respect to client relations and problem resolutions. Understands the end-to-end process and identifies opportunities to initiate client collaboration in the development of product services including recommending new products to the client. Provides statistical analysis and initiates projects and processes to improve efficiency. In depth knowledge of treasury, cash management products, wholesale operations, and governing regulations is required. Must be a team player, take ownership, and drive for results to grow the business, sustain intensity and optimism while focusing on the client.
Detailed understanding of Wire Transfer: formatting, CHIPS and Fed processes and the WTX system.
Familiarity with Pega CRM and IFSA rules governing investigations/compensation with regard to Wire Transfer.
Team players who are self starters, learn quickly, and have a strong sense of ownership and accountability.
Excellent writing skills and the ability to communicate with senior level associates internally and externally.
Second language- Arabic, French, German, Russian or Italian speaking
1st shift (United States of America)
Hours Per Week: