Canada Service Advisor

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

Responsibilities:

• Responds to client and partner requests received by email, phone, chat or workflow system

• Performs Quality Assurance to ensure high risk processes are completed according to written procedures

• Researches and resolves complex issues raised by clients ensuring client satisfaction

• Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated

• Educates clients on digital tool options, championing innovation with a client-centric mindset.

LOB Responsibilities:

Responsible for day to day servicing and implementation of treasury, cash management and/or depository products and services with varying complexity. Acts as primary point of contact for high revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time sensitive requests. Engage internal business partners as needed to assist in the resolution.

Required Qualifications:

• 1+ year of experience with Treasury Services.
• Experience receiving and responding to requests received by phone, email from clients and internal partners;
• Experience troubleshooting, researching, and responding to client account and treasury service issues, questions and inquiries;
• Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
• Ability to engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Skills:

• Analytical Thinking

• Problem Solving

• Reporting

• Attention to Detail

• Critical Thinking

• Prioritization

• Risk Management

• Decision Making

• Stakeholder Management

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

$25.38 - $42.87 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.