Description

Job Description:

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!

Job Description:
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, and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.

Responsibilities:

• Under general supervision, provides day-to-day account servicing and resolution of routine to moderately complex inquiries and operational requests for accounts and clients. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error free quality.
• Responsible for account management (based on client requests received) including handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolution.
• Utilizes expertise to drive results within the established framework of defined processes to resolve complex requests.
• Understands the end-to-end process for sales, service and fulfillment.
• Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight.
• May have in person client engagement and presentation responsibilities.
• R esponsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting.
• Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank.
• Must be client focused, a team player, communicate candidly, able to improve processes, drive for results and take ownership to enhance client delight.

Skills:

• 2-3 years of experience in the Banking/Financial industr y .
• 1-3 years of experience working in Client Service Team.
• Ability to engage with customers, begin a conversation, build rapport, and handle objections.
• Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications.
• Solid knowledge of bank systems and navigational skills.