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Treasury Client Service Advisor & Documentation Specialist

Bank of America
Chester, Cheshire, United Kingdom
Competitive Salary
Closing date
Apr 19, 2024

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Job Role
Contract Type
Full Time

Job Title:
Treasury Client Service Advisor & Documentation Specialist

Corporate Title: Up to AVP


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:

Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee.

Role Description:

We are currently recruiting for a Treasury Client Servicing Advisor to join our Chester 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 by email, regular calls, Webex sessions and on occasions attending face to face meetings, to assist them in completing our documentation requirements.
  • 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.
  • The role may also require you too:
    • Manage a dedicated portfolio of clients, supporting them with their day-to-day Treasury needs via email and phone, including facilitating virtual and in person meetings.
    • Support clients with all aspects of their treasury movements, managing expectations with regular updates.
    • 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.
  • Familiarity with AML, KYC, Legal regulations within the EMEA Region
  • 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):
  • Experience gained within financial services or investment banking would be an advantage.
  • Experience with updating legal signatory documentation for corporate clients within EMEA region would be an advantage.
  • An understanding of cash management and/or treasury products and clearings would be an advantage.
  • Fluency in a major European language in addition to English would be an advantage.

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.

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