Service Advisor-cashpro Client Education

Bank of America

1+ years training experience with clients
1+ years treasury products experience
Strong problem solving and analytical skills
This role serves as the primary point of contact for Treasury clients, handling day-to-day servicing of complex cash management and card products

Job Summary

  • This role serves as the primary point of contact for Treasury clients, handling day-to-day servicing of complex cash management and card products.
  • Trainers deliver hands-on CashPro education tailored to diverse business segments including Middle Market, Commercial, and GCIB.
  • The position requires a 'think-like-the-client' mentality combined with strong technical competency to resolve unique client requests.

Matching Summary

This role serves as the primary point of contact for Treasury clients, handling day-to-day servicing of complex cash management and card products.

Skills & Requirements

Must-have

  • 1+ years training experience with clients
  • 1+ years Treasury products experience
  • Strong problem solving and analytical skills

Nice-to-have

  • Bilingual in Spanish preferred
  • Leadership competencies a plus
  • End-to-end sales and service view

Key Requirements

  • 1+ years training experience
  • 1+ years Treasury product experience
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter