Bank of America · 9 hours ago
Sr. Service Advisor- CashPro & Technical Service Center
Dallas
Full-time
Onsite
Mid, Senior Level
1+ years expBank of America is dedicated to improving financial lives through strong connections and responsible growth. The Sr. Service Advisor in the CashPro & Technical Service Center will act as a primary point of contact for servicing escalations from Treasury clients and provide relationship management and technical escalation assistance to internal partners.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Researches and resolve complex issues escalated by clients or partners ensuring client satisfaction
Champions innovation with a client-centric mindset, mentoring and coaching as needed
Acts as backup and deputy to Service Manager when needed
Responds to client and partner requests received by email, phone or workflow system for a small portfolio of select clients
Educates clients and team on digital options
Creates an inclusive team where members are treated fairly and respectfully
Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
Leads and encourages the identification, escalation and resolution of potential risks
Knows and develops team members through coaching and feedback
Manages expenses and demonstrates an owner’s mindset
Recruits, on-boards and develops talent, and supports talent mobility for career growth
Delivers results through effective team management, structure, and routines
Qualification
Required
1+ years of experience working with Treasury clients
1+ years of experience handling complex situations with clients
1+ years of experience in the Banking/Financial industry
1+ years' experience in a call center environment
Proficient in CashPro platform
Ability to provide a positive client experience through creative solutions
Intermediate Proficiency (1-3 years) in written and verbal communication skills
Ability to overcome client objections
Navigate multiple computer systems while interacting with client
Comfortable receiving and providing on going performance feedback and coaching
Ability to analyze and resolve customer inquiries
Preferred
Believes in value of diversity so we can reflect, connect, and meet the diverse needs of our clients and employees around the world
Exercises judgment and discretion with respect to client escalations and problem resolution
Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions
Easily adapt to change in an evolving environment
Previous leadership experience preferred but not required
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase