Service Advisor - CashPro & Technical Service Center ( Tier #3)

Bank of America•Charlotte, NC

21h•Onsite

About The Position

At Bank of America, the Service Advisor is the primary point of contact for Treasury clients, providing day-to-day support for treasury, cash management, card, merchant, and depository products and services of varying complexity. The role delivers relationship management, client service, and technical support while partnering with internal stakeholders, including Sales and Relationship Managers, Product Managers, Compliance, and Operations teams. The advisor resolves complex and unique client inquiries, identifies solutions, and helps ensure a seamless client experience across treasury management services. The role is based in an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

Requirements

At least 1 year of experience supporting clients on the CashPro Technical Help Desk.
At least 1 year of experience managing challenging customer situations and resolving issues professionally.
Intermediate written and verbal communication skills, including strong grammar, spelling, and presentation skills.
Ability to engage customers, establish rapport, maintain productive conversations, and address objections confidently.
Strong analytical and problem-solving skills, including the ability to identify root causes and resolve inquiries efficiently.
Ability to deliver exceptional customer experiences through creative thinking and solution-oriented service.
Comfort with ongoing performance feedback and coaching for professional development.
Ability to adapt to a dynamic environment and learn new technologies, processes, and procedures quickly.
Intermediate proficiency with computer applications and technology-based tools.
Ability to navigate multiple computer systems simultaneously while maintaining customer service and accuracy.
Strong multitasking, organizational, and time-management skills in a fast-paced service environment.

Responsibilities

Receive and respond to escalated client inquiries and service requests through phone and email in a timely and professional manner.
Resolve a wide range of client requests promptly while supporting a positive client experience.
Build and strengthen relationships with internal business partners and clients to enhance satisfaction and service delivery.
Research client inquiries, identify solutions, and provide accurate and effective responses.
Use multiple bank systems and tools to support client requests, troubleshoot issues, and manage account servicing activities.
Apply technical expertise across the CashPro applications suite to support client needs, resolve complex issues, and provide product guidance.