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Treasury F&S Advisor - Service

Company: Bank of America
Location: Dallas
Posted on: November 23, 2021

Job Description:

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. Receive and respond to requests received by phone, email and MOC and from clients and internal partners (missing deposit, incorrect payees, procedural errors, case and assign client requests, etc. 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 Tier 1. Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities:All escalation support outside of FTR and Tier 2All applications, including scheduler and accelerateSupports executive escalation for all technical issuesAlso may support network issues, PC issues, etc. for clientsConsultative approach , deep technical knowledgeProactive Client OutreachSecurity, firewalls Required skills:1+ years of experience working with customers.1+ years of experience handling difficult situations with customers.Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communicationsComfortable receiving ongoing performance feedback and coaching.Ability to engage with customers, begin a conversation, build rapport, and handle objections.Comfortable receiving ongoing performance feedback and coaching.Comfortable with ongoing change and learning new technology/processes.Ability to analyze and resolve customer inquiries.Ability to provide a positive customer experience through creative solutions.At least an intermediate ability in computer skills.Ability to navigate multiple computer systems while interacting with the customer.Desired skills:1-2 years of experience in the Banking/Financial industry.1-3 years of experience working in a call center. Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs --- is a continuous learnerCommitment 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 baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift:--1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> 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. Receive and respond to requests received by phone, email and MOC and from clients and internal partners (missing deposit, incorrect payees, procedural errors, case and assign client requests, etc. 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 Tier 1. Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities:All escalation support outside of FTR and Tier 2All applications, including scheduler and accelerateSupports executive escalation for all technical issuesAlso may support network issues, PC issues, etc. for clientsConsultative approach , deep technical knowledgeProactive Client OutreachSecurity, firewalls Required skills:1+ years of experience working with customers.1+ years of experience handling difficult situations with customers.Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communicationsComfortable receiving ongoing performance feedback and coaching.Ability to engage with customers, begin a conversation, build rapport, and handle objections.Comfortable receiving ongoing performance feedback and coaching.Comfortable with ongoing change and learning new technology/processes.Ability to analyze and resolve customer inquiries.Ability to provide a positive customer experience through creative solutions.At least an intermediate ability in computer skills.Ability to navigate multiple computer systems while interacting with the customer.Desired skills:1-2 years of experience in the Banking/Financial industry.1-3 years of experience working in a call center. Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs --- is a continuous learnerCommitment 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 baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift:--1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 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. Receive and respond to requests received by phone, email and MOC and from clients and internal partners (missing deposit, incorrect payees, procedural errors, case and assign client requests, etc. 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 Tier 1. Work closely with technical partners both internally and externally to resolve clients issues.Key Responsibilities:All escalation support outside of FTR and Tier 2All applications, including scheduler and accelerateSupports executive escalation for all technical issuesAlso may support network issues, PC issues, etc. for clientsConsultative approach , deep technical knowledgeProactive Client OutreachSecurity, firewalls Required skills:1+ years of experience working with customers.1+ years of experience handling difficult situations with customers.Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communicationsComfortable receiving ongoing performance feedback and coaching.Ability to engage with customers, begin a conversation, build rapport, and handle objections.Comfortable receiving ongoing performance feedback and coaching.Comfortable with ongoing change and learning new technology/processes.Ability to analyze and resolve customer inquiries.Ability to provide a positive customer experience through creative solutions.At least an intermediate ability in computer skills.Ability to navigate multiple computer systems while interacting with the customer.Desired skills:1-2 years of experience in the Banking/Financial industry.1-3 years of experience working in a call center. Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs --- is a continuous learnerCommitment 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 baseBelieves 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

Keywords: Bank of America, Dallas , Treasury F&S Advisor - Service, Accounting, Auditing , Dallas, Texas

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