Service Advisor -cashpro Client Education

Bank of America

Not specified; not specified; not specified
Treasury products experience
Client relationship management
Cashpro training delivery
This role serves as the primary point of contact for Treasury clients, providing day-to-day servicing and technical assistance

Job Summary

  • This role serves as the primary point of contact for Treasury clients, providing day-to-day servicing and technical assistance.
  • Trainers deliver hands-on CashPro training tailored to various business segments including Middle Market and GCIB.
  • The position requires a 'think-like-the-client' mentality with strong analytical and problem-solving skills.

Matching Summary

This role serves as the primary point of contact for Treasury clients, providing day-to-day servicing and technical assistance.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Treasury products experience
  • Client relationship management
  • CashPro training delivery

Nice-to-have

  • Bilingual in Spanish
  • Leadership competencies
  • Strategic creative thinking

Key Requirements

  • 1+ years of training experience
  • 1+ years of Treasury products experience

Work Rights

Not specified

Tailored Resume

Cover Letter