Officer, Client Service Associate/Treasury Service Advisor

Job Description

Officer, Client Service Associate/Treasury Service AdvisorLocation: Mumbai, India: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 a diverse and 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.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!:What would you like the power to do At Bank of America, we ask this question every day of all those we serve. It is at the core of how we live our values, deliver our purpose, and achieve responsible growth.This is an opportunity to join a fast-paced team with a huge focus on world-class client experience. You can look forward to service, advice, support, and manage a portfolio of Global Treasury Services MNC, FI, and Middle Market clients by providing professional, courteous, and high-quality customer service in all aspects of domestic, international, and cash management services. We make a continuous effort to improve the client experience by leveraging our people and new technologies to deliver the power to make business easier. Were also delivering an industry-leading employee experience by investing in operational excellence driven tech that simplifies your workflows, offering exceptional learning experiences, implementing local and global ESAT initiatives, etc.So, What would you like the power to doResponsibilities:

• Work with Team, Business Partners, and Clients to provide and promote quality service resolutions:
  • Manage the day-to-day servicing inquiries of Pan India clients.
  • Log, investigate, and resolve all inquiries in a timely/accurate manner in accordance with Service Levels.
  • Undertake regulatory remediations and ensure closures within designated timelines.
  • Provide consistent service and keep clients informed on the status of all outstanding inquiries.
  • Periodic analysis of client inquiry statistics to identify trends and recurring issues.
  • Routine dialogue with clients to understand key requirements; pro-active engagement for outstanding inquiries/deliverables.
  • Liaise with local/regional operations at all levels for timely and accurate resolution of queries.
  • Work with team, business partners, Wire Investigations team, and clients to provide and promote quality service solutions.
  • Be the clients trusted advisor and provide proactive services including commercialization of new solutions, etc.
  • Need to use high-level discretion to understand clients requirement and escalate as appropriate.
  • Provide backup support to other Client Services Advisors and be a team player.
  • Deliver a world-class client experience.

Skills:

• 8 years of Client Service experience (preferably within an international/domestic payments banking environment - corporate banking experience / alternatively retail banking experience).
• Knowledge of treasury and cash management services to provide advisory services to clients.
• Good interpersonal and problem-solving skills; Strong persuasion/client management skills.
• Good verbal and written communication skills are essential for this role.
• Ability to thrive on challenges, work in a high-pressure environment and meet tight deadlines.
• Good time management skills, Strong team player with good work ethics.
• Ability to work independently as part of an elite team.
• Attention to detail, Highly organized, Adapts easily to change.
• Takes personal ownership and accountability for the work assigned.
• Ability to build strong client relationships along with a proactive approach.
• Friendly outgoing personality to deal with clients/business partners.
• It will help to have an Operational Excellence mindset.

Learn more about this role.

Keyskills :
client service expertise treasury management knowledgeproblem solving skillscommunication proficiencytime management advisory services banking portfolio retail banking corporate banking