Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

About the Business

Global Treasury & Marchant Operations (GTMO) delivers integrated operations solutions across Global Corporate Banking and Global Payment Solutions, and is active in all regions, enabling seamless execution for our clients worldwide. We are the backbone of the enterprise, driving efficiency, innovation, and client success through world-class operational excellence.

About the Team

Australia Client Services is a critical partner to our Corporate Banking and Global Payments Solutions (GPS) business, ensuring that our clients experience exceptional service every day. We manage the end-to-end client journey—from onboarding and documentation to transactional support and strategic advisory—making sure every interaction adds value and strengthens relationships.

What you can expect:

Within the Treasury / Cash Management business of the bank, you will independently consult and act as a liaison with Global Payment Solutions, Corporate Banking and other partners and clients to ensure client requirements are met whilst effectively managing risk and adhering to Compliance and Controls requirements.

You will be responsible for the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and exceed client expectations.

You will have the opportunity to participate in account planning or project management to position and deliver the full range of client service channels as part of the overall client relationship. To be successful you will need to gain a deep understanding of the end-to-end process and grow into using professional judgment in determining appropriate resolution of client needs.

To be successful in the role, you will need to be client focused, with the ability build and sustain relationships, transcend silos to achieve swift adoption, communicate in a concise and candid manner, and to exceed client expectations through proactive engagement, tailored solutions, and a seamless experience. You will also need to keep up to date and stay informed on new product and compliance processes and requirements.

This role has a clear career path for senior and / or team leader opportunities and to be successful you will need to demonstrate that potential. 

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, analyze scorecards, monitor billing and fraud prevention, and identify optimization 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 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 organized, detail-oriented, and committed to personal ownership.
• Professional presence for client-facing interactions.