Treasury F&S Senior Specialist - Commercial Real Estate Service: Charlotte, NC

  • Competitive
  • Charlotte, NC, USA
  • Permanent, Full time
  • Bank of America Corporation
  • 13 Dec 18

Treasury F&S Senior Specialist - Commercial Real Estate Service: Charlotte, NC

Job Description:

First point of contact for inquiries received from a portfolio of high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.

Key Responsibilities:

  • Receive and respond to requests received by email or phone
  • Provide resolution for requests received via phone or email
  • Interact continuously and deepen relationships with internal business partners as well as a portfolio of clients to further enhance client delight
  • Conduct limited research and respond to client and be able to answer questions and inquiries
  • Utilize the various bank systems to support clients requests

Required Qualifications:
  • 3-5 years customer service experience preferably with Corporate clients
  • Advanced knowledge of MS Office applications including Excel, PowerPoint, Access, Outlook, SharePoint and Word
  • An excellent presence with both internal and external stakeholders
  • A sales mindset and background preferred
  • Capable of taking large sets of information and identifying key controllable details
  • Ability to think strategically and execute against a strategic plan
  • Dynamic personality capable of working in groups and independently
  • Knowledge of Treasury Service products preferred

1st shift (United States of America)

Hours Per Week: