Service Advisor

Bank of America•Fort Worth, TX

16d•Onsite

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! Job Description: This role serves as the primary point of contact for Treasury clients, supporting signer maintenance requests of varying complexity. Key responsibilities include conducting thorough reviews of existing and new depository documentation, providing relationship management, and delivering white‑glove service to commercial and large corporate clients. The position requires close partnership with internal business partners—including Sales and Relationship Managers, Product Managers, Compliance, and Operations—to resolve complex and unique client requests. LOB Job Description: This is a front‑line servicing position. The candidate will be required to serve as a subject matter expert in account documentation and demonstrate effective direct communication skills, both written and verbal.

Requirements

2+ years of Client facing experience
Experience with Word, Excel, GSS, and other servicing related bank utilized applications
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 a heavy pipeline of client requests
Analytical Thinking
Problem Solving
Reporting
Attention to Detail
Critical Thinking
Prioritization
Risk Management
Decision Making
Stakeholder Management

Nice To Haves

E xperience with account and/or depository documentation would be beneficial.

Responsibilities

Timely responses 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 partners
Fulfill client account documentation maintenance requests, managing through to resolution with both client and internal partners
Work closely with peers, Sales Partners, Deposit Management, and Contract Management to provide the client with seamless delivery
Possessing a passion and urgency to serve our clients and operate as a client advocate
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