Officer, Client Service Associate/Treasury Service Advisor

Department Icon Treasury & Forex
Posted: 1 year ago
3-7 years
All India
Treasury & Forex
Work from Office
Full Time

Posted: 1 year ago
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Job Description

    At Bank of America, we are committed to helping improve financial lives through meaningful connections. Our focus is on driving Responsible Growth and delivering exceptional service to our clients, teammates, communities, and shareholders daily.

    Being a Great Place to Work is fundamental to our approach in driving Responsible Growth. This involves fostering a diverse and inclusive workplace, attracting and nurturing exceptional talent, supporting the physical, emotional, and financial well-being of our teammates, recognizing and rewarding performance, and making a positive impact in the communities we serve.

    Joining Bank of America offers you the opportunity to build a successful career with possibilities for learning, growth, and making a difference. We invite you to be part of our team!

    What would you like the power to do This is the question we ask ourselves at Bank of America daily as we serve our clients. It reflects our commitment to living our values, fulfilling our purpose, and achieving responsible growth.

    We are looking for individuals to join our dynamic team with a strong emphasis on providing a world-class client experience. As part of this team, you will have the opportunity to service, advise, support, and manage a portfolio of Global Treasury Services MNC, FI, and Middle Market clients. Your role will involve delivering professional, courteous, and high-quality customer service across various domestic, international, and cash management services. We are dedicated to enhancing the client experience through the utilization of our people and cutting-edge technologies to simplify business operations. Moreover, we prioritize providing an industry-leading employee experience by investing in operational excellence-driven technologies to streamline workflows, offering exceptional learning opportunities, implementing local and global ESAT initiatives, and more.

    Your responsibilities will include working collaboratively with the team, business partners, and clients to provide and enhance quality service resolutions. This will involve managing the day-to-day servicing inquiries of Pan India clients, investigating and resolving all inquiries promptly and accurately, undertaking regulatory remediations within specified timelines, maintaining consistent service levels, analyzing client inquiry statistics, engaging proactively with clients, liaising with local/regional operations, providing back-up support to other team members, and ultimately delivering a world-class client experience.

    Key skills required for this role include knowledge of treasury and cash management services, strong interpersonal and problem-solving abilities, effective client management skills, excellent verbal and written communication, resilience in high-pressure environments, good time management, teamwork, attention to detail, adaptability to change, personal ownership and accountability, building strong client relationships, proactive approach, and a friendly outgoing personality. An Operational Excellence mindset will be beneficial in this role.

    If you are looking to be part of a team that values excellence, client satisfaction, and continuous improvement, Bank of America presents a rewarding opportunity for you to make a difference.,

Skills

TreasuryCash ManagementCash Management ServicesGlobal TreasuryClient ServiceFriendly Outgoing PersonalityGood VerbalHighly OrganizedKnowledge Of TreasuryAbility To Work IndependentlyProblem Solving SkillsGood Time Management SkillsTakes Personal OwnershipAttention To DetailAbility To Thrive On ChallengesGood InterpersonalAdapts Easily To ChangeStrong Team Player With Good Work EthicsProactive ApproachAccountabilityStrong Persuasion Client Management SkillsAbility To Build Strong Client RelationshipsWritten Communication Skills

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About Company

Bank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle‑market businesses, and large corporations with a full range of banking, investing, asset management, and risk management products. Headquartered in Charlotte, North Carolina, the bank operates in more than 35 countries and provides access to over 140 currencies.

In 2008, Bank of America acquired Merrill Lynch, one of the most respected names in investment banking and wealth management. Following the acquisition, the investment banking and markets division operated as Bank of America Merrill Lynch (BAML) until 2019, when it was rebranded as BofA Securities, while the wealth management business continues under the Merrill brand. This integration strengthened the bank’s global presence in capital markets, advisory, and private wealth.

In India, Bank of America has been present since 1964, with branches in Mumbai, New Delhi, Chennai, Bengaluru, and Kolkata, and large Global Capability Centers in Gurugram, Hyderabad, Chennai, and Mumbai. The India teams deliver corporate & investment banking, markets, treasury, and technology solutions to clients worldwide, while also supporting the bank’s global operations.

Bank of America offers career opportunities in finance, technology, operations, risk, and analytics, attracting professionals who value innovation, client focus, and global collaboration. The firm is recognised for its sustainability initiatives, diversity & inclusion programs, and community engagement in India.

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