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.
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Job Description:
As a Client Service Advisor, you will have the opportunity to work with our varied multi-national corporate and FI clients. You will help to service, advise, support and manage 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. This role offers a high level of visibility as you will work in conjunction with a number of other internal teams to provide seamless delivery to, and build relationships with a variety of client stakeholders.
We not only offer the training and support you'd expect from a leading global bank but also the opportunity to grow your career. With exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth of the team, we can offer excellent development and represent the ideal mobility opportunity.
Responsibilities:
- Work closely with various internal partners to deliver exceptional and proactive service to clients worldwide
- Act as primary point for clients. Manage, log and investigate the day to day servicing of enquiries, requests and complaints and escalate as appropriate
- Provide consistent service and keep clients informed on status of all outstanding enquiries
- Liaise with local / regional operations at all levels for timely and accurate resolution of queries.
- Provide sales support to ensure delivery of Quality & Proactive services to clients.
- Meet clients with Sales for business needs.
- Conduct period service and scorecard review with clients
- Working independently with strong organizational skills to overcome challenges with requests and ensures our client's needs are satisfied
- Actively join in, support & implement local or regional projects as assigned by the Client Services Manager.
- Undertake regulatory remediation and ensure closures within designated timelines
- Ensure full compliance of all applicable laws, regulations, credit, KYC, AML, internal policies and procedures and exercise due diligence.
- Perform all duties as assigned by the Client Services Manager.
Skills:
- Relevant Client Servicing concentrating on delivery of treasury and cash management solutions for Corporate and/or Financial Institutional clients. Experience in servicing Bank and Non-Bank Financial Institution clients is preferred.
- Good understanding of standard Treasury and Cash Management offerings.
- Good knowledge of all bank systems, products and web-based electronic banking platforms.
- Good application software skills: Words, Excel and Powerpoint.
- Excellent presentations, communication, time management, problem solving, interpersonal and team work skills.
- Good command of spoken English and Mandarin.
- Possess a passion and urgency to serve our clients and operate as a client advocate.
- Ability to manage multiple requests simultaneously that contain a variety of complexity and resolution periods.
- Track record gained through operational experience within the payment, trade, or treasury environment.
- Excellent rapport with client contacts at all levels and with internal partners at all levels.
- A proactive learner and self-starter seeking continuous improvement in all job-related aspects.
- Possess a professional and positive attitude.
- Able to work under pressure and challenges.
- Demonstrated experience with continuous improvement and process efficiency methodologies.