Bank of America Treasury F&S Sr. Specialist – Integration, Fulfillment & Service in Concord, California
Position located on-site in Concord, CA (Clayton Road, Building D)
Line of Business Description: The role will be part of the Integration team within Fulfillment and Services.
Enterprise Description/ Role Overview: First point of contact for inquiries received from high revenue clients via email channel. Responsible for reading, analyzing and determining appropriate handling of requests. Requests consist of treasury, cash management and/or depository products; including implementation of treasury services. Works with internal business partners to provide resolution to client inquiries and issues.
Manage dedicated email inbox, prioritize, client requests, case and resolve eligible items;
Create a case/package for tracking, monitoring and E2E resolution as applicable;
Receive and respond to requests received by email and internal partners;
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 Skills and Experience
Prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities
Problem solving, analytical and organizational skills
Must have excellent verbal and written communication skills
Comfortable being a client advocate with ability to escalate appropriately to resolve client escalations and to meet and exceed client’s expectation
Must be a team player with great interpersonal skills, positive attitude and willingness to learn and adapt and lead changes as needed
Comfortable excelling in a metric and timeline driven environment
Able to work independent of direct supervision
General PC, Windows - Word, PowerPoint, Outlook and Excel Knowledge
Desired Skills and Experience
College degree, preferred
Proven track record of servicing Large Corporate or Commercial Clients
Posting Date : 04/12/2018
Concord, CA, BUILDING D, 2000 Clayton Rd,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : 1st shift, Monday – Friday 8am to 5pm PST with flexibility for additional time based on business nee
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