Bank of America Treasury F&S Sr Specialist - CREB / Real Estate Service in Charlotte, North Carolina
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. Key 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.
3-5 years Customer Service experience preferably with Corporate clients
Advanced Knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint, and Word
An excellent presence with both internal and external stakeholders
A sales mindset and background preferred
Capable of taking large sets of information and identifying key controllable's
Ability to think strategically and execute against a strategic plan
Dynamic personality capable of working in groups and independently
Knowledge of Treasury Service products preferred
Bachelor's Degree Preferred
Posting Date : 03/20/2017
Location : US-NC-Charlotte
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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