Charlotte, NC, 28230, USA
7 days ago
Treasury Services Sr Advisor (Global Client Advocate)
Treasury Services Sr Advisor (Global Client Advocate) Chicago, Illinois;Charlotte, North Carolina; Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Sr-Fulfillment-Advisor\_25003716) **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 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! **Enterprise Job Description:** This job is responsible for acting as the primary interface to a small portfolio of high revenue and complex Treasury clients. Key responsibilities include leading, directing, influencing, and coordinating implementation of highly complex, treasury, cash management, card, merchant and depository products and services, while leveraging subject matter expertise. Job expectations include using sound judgment and discretion for decision making on escalated matters, while driving operational excellence and providing key input to process improvement initiatives. **LOB Job Description:** Our goal as the Global Client Advocate team (GCA) is to deliver the voice of the client into our organization for operational matters. Focusing on operational excellence, driving a global view of operating performance and maximizing opportunities for digitization and global consistency Unique opportunity to join an international team of Client Advocates supporting the Bank’s relationships with some of GPS’s largest and most complex Corporate and Financial Institutional Clients. Independently acts as the primary interface for clients and takes a lead role in organizing all internal and external project related activities to ensure a timely and smooth delivery. Responsible for our account management, client servicing and implementation coordination for a small number of Platinum clients. Incumbent will participate in the resolution of operational and/or product implementation issues of a sensitive/high risk nature for clients across departments, other bank divisions, and countries – answerable to both the client and Bank leaders while ensuring all stakeholders have appropriate levels of information to act accordingly. Excellent problem solving; team (facilitation, and communication) and organizational skills. Ability to exercise good judgment in decision-making. Must work well under pressure and time constraints. Excellent analytical skills. Displays high motivation and is considered a self-starter. Demonstrate attention to detail and have excellent organizational skills. A general knowledge of treasury/cash management products, wholesale operations, and documents. **Responsibilities:** - Troubleshoots, researches, and responds to internal client team requests for resolutions -Leverages key stakeholders to drive process improvement and operational excellence - Provides coaching to teammates relative to productivity, client satisfaction, and problem resolution - Resolves complex escalations using sound judgment and decision making **Required Qualifications:** - Treasury Experience with demonstrated increasing roles of responsibility - Possess excellent oral/written communication skills - Microsoft Office Proficiency displayed – Word, Excel, Power Point - Demonstrated leadership ability Effectively problem solves client inquiries and educates them on products and services. Work within a framework of standard practices, established procedures and company policies to resolve servicing and operational issues. . Manage multiple tasks simultaneously and within all time constraints. Demonstrates the ability to identify customer needs by probing, listening and closing to deepen relationships to meet customers' goals. Communicates with Sales and our Operational Partners to ensure an integrated client management approach **Preferred Qualifications:** - Strong network and stakeholder management - Demonstrated competencies in effective client management - Ability to drive to resolution at speed with consensus - Project management experience / 6 Sigma Green Belt certification - Experience leading operational change **Skills:** + Attention to Detail + Client Management + Critical Thinking + Customer and Client Focus + Oral Communications + Account Management + Adaptability + Analytical Thinking + Coaching + Written Communications + Active Listening + Collaboration + Influence + Problem Solving + Stakeholder Management **Minimum Education Requirement:** Null **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 **Pay Transparency details** US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range - annualized salary, offers to be determined based on experience, education and skill set. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. 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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 . 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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