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Treasury Implementation Advisor - Trade Products

Bromley, , United Kingdom

Job Description:

Job Title: Treasury Implementation Advisor - Trade Products

LOB: Operations

Corporate Title: Up to Assistant Vice President

Location:  Bromley

In this role you will be responsible primarily for the on-boarding of client setups to adopt products and services. You will also provide consultative advice to customers on Bank of America’s Trade product offerings and raise alternative solutions to the client where necessary.

Role responsibilities:

  • Project managing the implementation of treasury solutions with new and existing clients to Bank of America – covering core product solutions/service offerings

  • Work in partnership with the client to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines

  • Co-ordinate with internal Business Partners as necessary

  • Attend conference calls where specific trade product management and client knowledge will assist with the execution of the solution

  • Provide support and guidance to Sales Officers/Trade Product Specialist where required/requested during the sales process

  • Ensure all work is managed using the Global Fulfillment workflow tool

The Team

EMEA Fulfilment’s primary function is the delivery of cash management solutions to Bank of America’s new and existing clients. Our team of five work in partnership with the client to create and agree an implementation delivery timeline, clearly communicate the project status; identifying issues, resolution steps and deadlines.

Core Skills

Prospective candidate must be able to demonstrate that their knowledge and skill set would complement and bring added value to the Implementation team, typically from the following key areas:

  • Experience dealing with clients at all levels in a positive and professional manner with the ability to work under pressure

  • Previous experience in on-boarding or project management for external clients

  • Prior banking or comparable financial experience with exposure to Treasury or Cash Management product

  • Trade products experience will be advantageous but is not essential

  • Good organizational skills

  • Self-motivating, flexible, proactive; excellent team player and able to work independent of direct supervision

  • Problem/solving/analytical and organizational skills

  • Deliver written communications that are well organized, concise yet complete, and in vocabulary appropriate for audience

  • European language skills would be desirable but are not essential

Bank of America

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

In line with these values, in EMEA we have 9 Employee Networks, a wide range of Sports & Social clubs, and other development and networking opportunities so that you can enjoy a range of experiences and connect with colleagues across the bank. We also offer exclusive discounts to some of the most iconic cultural experiences for you to enjoy in your spare time outside of work. Learn more about our benefits here.

Good conduct and sound judgement is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

As part of our standard hiring process to manage risk, please note background screening checks will be conducted on all hires before commencing employment.

Learn more about this role

Full time


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Street Address

Primary Location:
26 ELMFIELD RD, Bromley, BR1 1LR