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Treasury Client Service Advisor

Bank of America

Bank of America

Accounting & Finance, Customer Service
Bromley, UK · United States · Remote
Posted on Wednesday, July 10, 2024

Job Description:

Job Title: Treasury Client Service Advisor

Corporate Title: Up to Assistant Vice President

Location: Bromley

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Location Overview:

Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train.

Role Description:

We are currently recruiting for a Treasury Client Servicing Advisor to join our Bromley team. Our EMEA Client Service Team works with a varied multi-national client base, and you’ll be responsible for navigating our cash management and treasury services on their behalf, specialising in supporting our clients with updating their legal signatory and related documentation. You will establish yourself as a trusted advisor to our clients, whilst liaising with internal teams and stakeholders. If you have a natural client first approach and a passion for delivering a market leading service, we will want to hear from you!


  • Your primary role will require you to provide our clients with ongoing support with all aspects of their everyday Banking, cash management and treasury services via email and phone, including facilitating virtual and possible in person meetings.
  • You will Manage a dedicated portfolio of clients.
  • You will form client relationships through regular verbal communication, understanding our client’s business and priorities.
  • You will tailor your service approach according to client needs to influence positive ‘client satisfaction’ survey responses.
  • You will resolve conflicts while appropriately escalating concerns that may jeopardise client experience.
  • You will leverage industry and product knowledge to deepen client relationships and mitigate risk.
  • You will partner with internal teams such as Global Payment Solutions, Product, Operations, Technical Support and Fulfilment to provide a seamless delivery to the client.
  • You will support clients with all aspects of their treasury movements, managing expectations with regular updates.
  • You will provide advice to clients through analysis, identifying operational efficiencies, repair reduction and self-service opportunities.

What we are looking for:

  • You will have experience in client service or client facing roles.
  • You will have an appetite to evolve and add to a continued excellence environment.
  • You will have effective verbal and written communication skills.
  • You will have Influencing skills to provide a timely resolution for the client.
  • You will have the ability to travel to client visits.

Skills that will help (optional):

  • Fluency in a major European language in addition to English (written, reading and speaking).
  • Experience gained within financial services or investment banking.
  • Influencing skills in order foster an optimum and timely resolution for the client.
  • Appetite to evolve and add to a continued excellence environment.

Benefits of working at Bank of America


  • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
  • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
  • 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum
  • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
  • Use of a flex fund to use towards benefits
  • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services
  • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
  • Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions
  • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.