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Treasury Services Sr Advisor (Global Client Advocate)

AT Bank of America
Bank of America

Treasury Services Sr Advisor (Global Client Advocate)

Phoenix, AZ

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!

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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.

Client-provided location(s): Phoenix, AZ, USA; Charlotte, NC, USA; Chicago, IL, USA
Job ID: BankOfAmerica-JR-25003716
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Sabbatical
  • Financial and Retirement

    • Performance Bonus
    • Company Equity
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program