Treasury F&S Sr. Advisor

Company: Disability Solutions
Location: Charlotte
Posted on: October 3, 2024

Job Description:

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Assist in supporting teams who are the primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, depository and/or card products and services of varying complexity. This team provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. This applicant also supports the Leadership team and internal associates.Responsibilities:

• This candidate will help manage day to day operations, collect data, analyze and create PowerPoint and excel presentations.
• Send reports to teams, support ARM requests.
• Help new hire onboarding and technical support.
• Perform Quality Assurance functions to ensure high risk processes are completed per procedure;
• Research complex issues raised by clients working with the banks platforms that are not resolved by first point of contact;
• Work closely with partners both internally and externally to resolve clients issues.Required Skills & Abilities:
  • 1+ years of experience working with Treasury clients
  • 1+ years of experience handling complex situations with clients
  • Ability to provide a positive client experience through creative solutions
  • Intermediate Proficiency (1-3 years) in written and verbal communication skills
  • Ability to overcome client objections
  • Navigate multiple computer systems while interacting with client
  • Comfortable receiving and providing on going performance feedback and coaching
  • Ability to analyze and resolve customer inquiriesDesired Skills & Abilities:
    • 1-2 years of experience in the Banking/Financial industry
    • 1-3 years experience in a call center environment
    • 1-2 years of previous Treasury experience preferred
    • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
    • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
    • Easily adapt to change in an evolving environment
    • Previous leadership experience preferred but not requiredShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Burlington , Treasury F&S Sr. Advisor, Accounting, Auditing , Charlotte, North Carolina