Service Advisor -cashpro Client Education

Bank of America

Multiple Locations
Treasury and cash management products
Client relationship management
Technical assistance to internal partners
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

Job Summary

  • 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.
  • Client Education Trainers are responsible for delivering hands-on CashPro training using various methods and platforms, tailored to the needs of multiple business segments.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Matching Summary

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.

Skills & Requirements

Must-have

  • Treasury and cash management products
  • Client relationship management
  • Technical assistance to internal partners
  • Problem solving and analytical skills
  • Standard business technology and software
  • Strong written and oral communication

Nice-to-have

  • Think-like-the-client mentality
  • Flexibility for new challenges
  • Tactical, strategic, and creative thinking
  • Bilingual in Spanish
  • Leadership competencies

Key Requirements

  • 1+ years of training experience
  • 1+ years experience with Treasury products
  • Probing, consulting, problem solving skills
  • Strong written/oral communication skills
  • Interpersonal skills

Work Rights

Not specified

Tailored Resume

Cover Letter