At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We focus on responsible growth and deliver for our clients, teammates, communities and shareholders every day.
Global Treasury & Marchant Operations (GTMO) delivers integrated operations solutions across Global Corporate Banking and Global Payment Solutions, enabling seamless execution for our clients worldwide. The Australia Client Services team is a critical partner to the Corporate Banking and Global Payments business, ensuring exceptional service for our clients throughout the end‐to‐end journey.
What you can expect
As a member of the Treasury / Cash Management business, you will independently consult and act as a liaison with Global Payment Solutions, Corporate Banking and other partners and clients to meet client requirements while managing risk and ensuring compliance. You will drive the expedited resolution of escalated client requests, collaborate across functional areas and contribute to account planning or project management to deliver the full range of client‐service channels.
Role Overview
As a Client Services Advisor, you will:
* Support a portfolio of high‐revenue clients using treasury products and services.
* Act as the primary contact for the sales team and clients, ensuring an exceptional end‐to‐end experience.
* Proactively engage clients to strengthen relationships and identify opportunities for improvement.
* Exceed client expectations by anticipating needs, resolving issues swiftly, and delivering solutions that go beyond standard procedures.
Key Responsibilities
* Own the client experience: manage day‐to‐day servicing inquiries, provide advisory support and ensure timely resolution of issues.
* Proactive engagement: conduct portfolio reviews, analyse scorecards, monitor billing and fraud prevention, and identify optimisation opportunities.
* Problem‐solving leadership: resolve complex escalations by collaborating across multiple business lines.
* Promote innovation: encourage self‐service adoption and share best practices with clients.
* Strategic involvement: participate in client planning, RFP processes and internal/external meetings to position our full suite of services.
* Team collaboration: provide backup support and contribute to local/regional projects.
Skills & Experience
* 3+ years of client service experience (preferably in banking, payments or treasury solutions).
* Strong interpersonal and problem‐solving skills; ability to build trust and influence outcomes.
* Excellent communication skills—written, verbal and presentation.
* Proficiency in MS Office; knowledge of treasury/cash management systems is a plus.
* Ability to thrive under pressure, manage multiple priorities and meet deadlines.
* Highly organised, detail‐oriented and committed to personal ownership.
* Professional presence for client‐facing interactions.
#J-18808-Ljbffr