Service Advisor -CashPro Client Education

Company: Bank of America
Location: Charlotte
Posted on: April 1, 2026

Job Description:

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! Job Description: This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests. LOB Job Description: ?Client Education Trainers are responsible for delivering hands-on CashPro training using various methods and platforms, tailored to the needs of multiple business segments including Middle Market/Commercial, GCIB, EMEA, BB/CDG. Their role encompasses both relationship management and demonstrating strong technical competency. LOB Responsibilites: Must have experience managing and/or consulting with clients Probing, consulting, problem solving and analytical skills Expertise with standard business technology and software, including technical skills and ability to navigate client and bank operating system Strong written/oral communication skills and Interpersonal skills: ability to actively listen and develop trust and credibility Embraces and demonstrates a “think-like-the-client” mentality in all interactions Time management and organizational skills with the ability to prioritize Demonstrates focus and ownership through follow-up, accuracy, and timeliness of work Demonstrates flexibility to adopt new challenges and work on special projects as needed Exhibits both tactical, strategic and creative thinking in creating solutions Works independently and as a team member LOB Required Qualifications: 1 years of training experience with internal and/or external clients. 1 years experience with Treasury products. Probing, consulting, problem solving and analytical skills. Strong written/oral communication skills and Interpersonal skills: ability to actively listen and develop trust and credibility. Desired Qualifications: Bilingual in Spanish a plus. Leadership Competencies a plus. Ability to understand and maintains and end-to-end sales, fulfillment and service view in creating solutions . Embraces and demonstrates BAC spirit and core values. ? Skills: Analytical Thinking Problem Solving Reporting Attention to Detail Critical Thinking Prioritization Risk Management Decision Making Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40

Keywords: Bank of America, Charlotte , Service Advisor -CashPro Client Education, Accounting, Auditing , Charlotte, North Carolina