Service Advisor CashPro Client Education

Charlotte, VT - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

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:
This job is responsible for acting as the primary point of contact for Treasury clients day-to-day servicing of treasury cash management card merchant and depository products and services of varying complexity. Key responsibilities include providing relationship management servicing and technical assistance to internal business partners (e.g. Sales & Relationship Mangers Product Managers Compliance and Operations) to resolve complex unique client requests.

LOB Job Description:

Client Education Trainers are responsible for delivering hands-on CashPro training using various methods and platforms tailored to the needs of multiple business segments including Middle Market/Commercial GCIB EMEA BB/CDG. Their role encompasses both relationship management and demonstrating strong technical competency.

LOB Responsibilites:

Must have experience managing and/or consulting with clients
Probing consulting problem solving and analytical skills
Expertise with standard business technology and software including technical skills and ability to navigate client and bank operating system
Strong written/oral communication skills and Interpersonal skills: ability to actively listen and develop trust and credibility
Embraces and demonstrates a think-like-the-client mentality in all interactions
Time management and organizational skills with the ability to prioritize
Demonstrates focus and ownership through follow-up accuracy and timeliness of work
Demonstrates flexibility to adopt new challenges and work on special projects as needed
Exhibits both tactical strategic and creative thinking in creating solutions
Works independently and as a team member

LOB Required Qualifications:

1 years of training experience with internal and/or external clients.
1 yearsexperience with Treasury products.
Probing consulting problem solving and analytical skills.
Strong written/oral communication skills and Interpersonal skills: ability to actively listen and develop trust and credibility.

Desired Qualifications:

Bilingual in Spanish a plus.
Leadership Competencies a plus.
Ability to understand and maintains and end-to-end sales fulfillment and service view in creating solutions.
Embraces and demonstrates BAC spirit and core values.

Skills:

Analytical Thinking
Problem Solving
Reporting
Attention to Detail
Critical Thinking
Prioritization
Risk Management
Decision Making
Stakeholder Management

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Unclear Seniority

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...