Service Advisor

Fort Worth, TX - 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 role serves as the primary point of contact for Treasury clients supporting signer maintenance requests of varying complexity. Key responsibilities include conducting thorough reviews of existing and new depository documentation providing relationship management and delivering whiteglove service to commercial and large corporate clients. The position requires close partnership with internal business partnersincluding Sales and Relationship Managers Product Managers Compliance and Operationsto resolve complex and unique client requests.

LOB Job Description:

This is a frontline servicing position. The candidate will be required to serve as a subject matter expert in account documentation and demonstrate effective direct communication skills both written and verbal.

Job Responsibilities:

Timely responses to client and partner requests received by email phone chat or workflow system
Performs Quality Assurance to ensure high risk processes are completed according to written procedures
Researches and resolves complex issues raised by clients ensuring client satisfaction
Drives resolution of client issues with internal partners

LOB Job Responsibilities:

Fulfill client account documentation maintenance requests managing through to resolution with both client and internal partners
Work closely with peers Sales Partners Deposit Management and Contract Management to provide the client with seamless delivery
Possessing a passion and urgency to serve our clients and operate as a client advocate
Being consistently focused on delivering quality responses with customer service and adherence to bank policies and procedures at the front of mind.
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients needs are satisfied
Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardize client experience
Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process

LOB Required Qualifications:

2 years of Client facing experience
Experience with Word Excel GSS and other servicing related bank utilized applications
Excellent verbal & written communication skills
Strong problem solving & analytical skills
Positive & willing to learn approach
Ability to convey a professional courteous and positive attitude when dealing with clients and internal business partners
Ability to effectively manage a heavy pipeline of client requests

Desired Qualifications:

Experience with account and/or depository documentation would be beneficial.

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...