Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.
First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.
This team supports the Health, Education, and Not For Profit (HENFP) segment.
* 2-3 years of previous Client Service experience * 1-2 years of research and/or project experience * Excellent communication skills both verbal and written * Strong leadership qualities and self-motivated * Comfortable with direct client contact and line partner interaction. * Great interpersonal skills * Positive Attitude and a Team Player * Flexible with a willingness to learn and adapt to changes. * Able to work independent of direct supervision. * Problem/Solving and organizational skills. * Able to interact with all levels of management within the Bank. * General PC; Word, Excel knowledge *
* Knowledge of Treasury Products/Systems preferred * Bachelor's degree
Posting Date: 06/24/2019
Location: Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
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