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Job Information

Bank of America Treasury F&S Sr Specialist - Service in Phoenix, Arizona

Treasury F&S Sr Specialist - Service

Phoenix, Arizona

Job Description:

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.

LOB Job Description:

First point of contact for inquiries received from high revenue clients via email channel. 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. Conduct research to resolve client requests and be able answer questions and inquiries; Utilize the various bank systems to support clients requests. Must be able to multi-task, act with urgency, be a team player, with an emphasis on organizational skills.

Key Responsibilities:

Manage dedicated email inbox, prioritize client requests, which includes case/data entry, 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 with internal business partners as well as clients to further enhance client delight;

Required skills:

Minimum of 2 years’ experience working in client facing role preferably in financial services industry

Able to work independent of direct supervision

Excellent communication skills

Advanced skills within Microsoft applications

Ability to interpret bank standard legal documentation

Able to work under tight timelines with multiple priorities

Comfortable using a disciplined methodology and adhering to best practices, standards and procedures

Superior follow through and initiative

Desired Skills:

Strong Treasury Product and DDA/TM platform knowledge

IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct

Knowledge of Treasury Management products

College Degree

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

500

Job Description:

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.

LOB Job Description:

First point of contact for inquiries received from high revenue clients via email channel. 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. Conduct research to resolve client requests and be able answer questions and inquiries; Utilize the various bank systems to support clients requests. Must be able to multi-task, act with urgency, be a team player, with an emphasis on organizational skills.

Key Responsibilities:

Manage dedicated email inbox, prioritize client requests, which includes case/data entry, 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 with internal business partners as well as clients to further enhance client delight;

Required skills:

Minimum of 2 years’ experience working in client facing role preferably in financial services industry

Able to work independent of direct supervision

Excellent communication skills

Advanced skills within Microsoft applications

Ability to interpret bank standard legal documentation

Able to work under tight timelines with multiple priorities

Comfortable using a disciplined methodology and adhering to best practices, standards and procedures

Superior follow through and initiative

Desired Skills:

Strong Treasury Product and DDA/TM platform knowledge

IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct

Knowledge of Treasury Management products

College Degree

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22002688

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Zoy Dell

Referral Bonus:

500

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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