Service Advisor-CashPro Client Education

Bank of America • Dallas, TX

146d

About The Position

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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.

Requirements

• Must have experience managing and/or consulting with clients.
• Probing, consulting, problem solving and analytical skills.
• Expertise with standard business technology and software.
• Strong written/oral communication skills and interpersonal skills.
• Time management and organizational skills with the ability to prioritize.
• Demonstrates focus and ownership through follow-up, accuracy, and timeliness of work.
• Demonstrates flexibility to adopt new challenges and work on special projects as needed.

Nice To Haves

• Bilingual in Spanish.
• Experience/business acumen in Treasury Management.
• Leadership Competencies.
• Ability to understand and maintain an end-to-end sales, fulfillment and service view.
• Commitment to challenging the status quo and promoting positive change.

Responsibilities

• Designing and conducting engaging training sessions for groups ranging from 5 to 50 clients.
• Customizing presentation styles to meet the unique needs of different client groups.
• Assessing individual client needs and business objectives during the CashPro onboarding process.
• Developing tailored training plans aligned with each client’s specific requirements.
• Guiding clients in integrating CashPro into their business operations effectively.
• Collaborating closely with GPS Sales partners, Client Relationship teams, and Fulfillment teams.
• Monitoring client progress post-onboarding and providing ongoing support and additional training as needed.
• Simplifying complex information into digestible learning concepts.
• Managing a portfolio of multiple clients simultaneously.

What This Job Offers

• Job Type: Full-time