Service Advisor -cashpro Client Education

Bank of America

Treasury and cash management products
Client relationship management
Technical assistance to business 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 business partners
  • CashPro training delivery
  • Strong communication and interpersonal skills

Nice-to-have

  • Bilingual in Spanish
  • Leadership competencies
  • End-to-end sales view
  • BAC spirit and core values

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter