Bank of America Treasury Services F&S Advisor - Lockbox Servicing in Chicago, Illinois
Enterprise Job Description:
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
Business Specific Description:
Primary point of contact on all lockbox serving and related issues for a given group of Lockbox clients. Answer calls and handle appropriately.
Investigate and resolve customer inquires. Communicate issues and concerns to appropriate business partners. Proactively address client servicing issues. Identify client needs and recommend solutions where appropriate. Interface with operations and business partners to determine appropriate solutions and ensure deliver of solution. Lead client calls on escalated issues and engage appropriate business partners when necessary.
3-5 years of customer service experience and the ability to handle client issues in a highly satisfactory manner.
Excellent written, verbal and communication skills. Able to communicate with sales and operations partners to ensure an integrated client management approach.
Working Knowledge of Treasury Management products and services
Able to manage multiple and complex tasks simultaneously and within all time constraints.
Demonstrates the ability to identify customer needs by probing, listening and closing to deepen relationships to meet customers' goals.
Able to work within a framework of standard practices, established procedures and company policies to resolve servicing and operational issues.
Ability to exercise good judgment in decision-making.
Displays high motivation and is considered a self-starter, desire to be Best in Class.
Ability to influence, coach, and build relationships across the organization
Proficient at multi-tasking in a customer service environment
Effective at using measurement systems to drive performance
Intermediate Microsoft products skills
Excellent analytical skills with an attention to detail.
Ability to work independently
Posting Date : 05/15/2018
Chicago, IL, 540 W MADISON ST (IL4540),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : 10am - 7pm CST
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