Service Advisor

Bank of America•Charlotte, NC

8d•Onsite

About The Position

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. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests.

Requirements

1+ years of Commercial card experience; Rebate Experience highly desired
Experience with ORMB, RPA, FDES, GSS as well as work with MasterCard, Visa and a variety of 3rd Party vendors.
Excellent verbal & written communication skills
Strong problem solving & analytical skills
Positive & willing to learn approach
Ability to convey a professional, courteous and positive attitude when dealing with clients and internal business partners
Ability to effectively manage multiple tasks and responsibilities in a time efficient manner
Self-motivated and results-oriented

Responsibilities

Calculation, Payment and Support of Commercial Card Rebates. This includes ability to calculate rebates from scratch, understand client contract application, utilization of systems (ORMB/RPA) to perform all tasks.
Working closely with Sales, Operations, and Product departments leveraging teamwork to provide the client with a seamless delivery
Possessing a passion and urgency to serve our clients and operate as a client advocate
Researching data problems, investigating technical errors and troubleshooting complex queries for clients, all within defined SLA's.
Assisting Sales with running and building reports and helping to reconcile financial data inconsistencies.
Being consistently focused on delivering quality responses with customer service and adherence to bank policies and procedures at the front of mind.
Working independently with strong organizational skills to overcome challenges with requests and ensures our clients' needs are satisfied
Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardize client experience
Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
Responds to client and partner requests received by email, phone, chat or workflow system
Performs Quality Assurance to ensure high risk processes are completed according to written procedures
Researches and resolves complex issues raised by clients ensuring client satisfaction
Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated
Educates clients on digital tool options, championing innovation with a client-centric mindset.