Service Advisor-CashPro Client Education

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.
 

Responsibilities:

​Instructor-Led Training Facilitation

• Client Education Trainers are responsible for designing and conducting engaging training sessions for groups ranging from 5 to 50 clients. Leveraging adult learning principles, they ensure content is accessible and easily retained by diverse audiences. Trainers customize their presentation styles to meet the unique needs of different client groups, fostering active participation and practical application of knowledge.

Custom Training Plan Development and Delivery

• Trainers assess individual client needs and business objectives during the CashPro onboarding process. They develop tailored training plans aligned with each client’s specific requirements, focusing on the effective use of CashPro to meet business goals. Training delivery includes comprehensive sessions and the promotion of digital adoption through online learning modules to support client success.

Application of Treasury Knowledge

• Utilizing extensive treasury management knowledge, trainers guide clients in integrating CashPro into their business operations effectively. They offer expert advice on optimizing financial workflows, improving cash management, and leveraging CashPro’s features to enhance business efficiency.

Collaboration and Support

• Trainers collaborate closely with GPS Sales partners, Client Relationship teams, and Fulfillment teams to ensure a seamless onboarding experience for clients. They facilitate effective communication between all parties involved, addressing any issues promptly and efficiently. Trainers also monitor client progress post-onboarding and provide ongoing support and additional training as needed.

Advanced Communication and Interpersonal Skills

• Trainers possess exceptional communication skills, enabling them to simplify complex information into digestible learning concepts. They are skilled in relationship-building, maintaining positive interactions with clients, team members, and stakeholders to foster strong working relationships.

Technical Proficiency

• Trainers demonstrate in-depth knowledge of CashPro and its ecosystem of 20+ products. They quickly adapt to new technologies and software, continually enhancing the training curriculum to meet evolving client needs.

Analytical and Problem-Solving Abilities

• With strong analytical skills, trainers evaluate client needs to tailor training programs effectively. They identify challenges in the onboarding process and develop custom solutions to address them, ensuring smooth transitions for clients.

Project Management Skills

• Trainers excel in organizational and time management skills, allowing them to manage a portfolio of multiple clients simultaneously. They ensure efficient training delivery and seamless coordination across projects, keep