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Treasury F&S Sr Specialist - Global Commercial Implementation

Charlotte, NC, United States

Job number: 19008700

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Job Description:

Role Overview / Responsibilities:

First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities:

  • Manage dedicated email inbox, prioritize, client requests, case and implement eligible items
  • Create a case/package for tracking, monitoring and E2E resolution as applicable
  • Receive and respond to implementation requests received by email and questions from internal partners
  • Conduct limited research and respond to client and be able answer questions and inquiries
  • Utilize the various bank systems to support clients requests

Required Skills:

  • 2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities
  • Comfortable being a client advocate
  • Able to work independent of direct supervision
  • Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
  • Problem/solving/analytical and organizational skills
  • Comfortable excelling in a metric and timeline driven environment
  • Great interpersonal skills, positive attitude, team player, flexible
  • Willingness to learn and adapt and lead changes as needed
  • Must have excellent verbal and written communication skills
  • General PC, Windows, Word, PowerPoint, Outlook and Excel knowledge

Desired Skills:

  • College degree, preferred
  • Proven track record of servicing Large Corporate or Commercial Clients

Posting Date: 02/11/2019

Location:
Charlotte, NC, BANK OF AMERICA PLAZA, 101 S TRYON ST,
- United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

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