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Sr. Service Specialist
Sr. Service SpecialistBank of America • Hialeah, FL, US
Sr. Service Specialist

Sr. Service Specialist

Bank of America • Hialeah, FL, US
2 days ago
Job type
  • Full-time
Job description

Bank Of America Treasury Services Representative

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for servicing inquiries received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant, and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

First point of contact for inquiries received from 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.

Responsibilities :

  • Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Required Qualifications :

  • Bilingual skills with English / Spanish OR English / Portuguese HIGHLY DESIRED.
  • 1-2 years Banking / Financial industry experience.
  • 1+ years of experience working with customers.
  • Must have strong attention to detail
  • Must have good oral & written communication skills
  • Must have active listening skills
  • Must have good time management skills
  • Must have critical thinking skills
  • Must have ability to build relationships
  • Must have quality assurance experience
  • Problem solving skills
  • Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)
  • Experience with Microsoft Office Suite products like Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Co Pilot
  • 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
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    Sr Service Specialist • Hialeah, FL, US

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