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Sr. Service Specialist - CashPro & Technical Service Center

Sr. Service Specialist - CashPro & Technical Service Center

Bank of AmericaCharlotte, NC, US
5 days ago
Job type
  • Full-time
Job description

Bank Of America Treasury Service 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

Requirements :

  • 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 communications
  • Comfortable receiving ongoing performance feedback and coaching.
  • Ability to engage with customers, begin a conversation, build rapport, and handle objections.
  • 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
  • Shift : 1st shift (United States of America)

    Hours Per Week : 40

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