girl looking into her desktop
Back to search results

Senior CashPro Specialist

Charlotte, North Carolina;

Job Description:

CashPro® is Bank of America’s fully integrated multichannel experience that helps companies improve control, visibility, processing and scale.  CashPro® delivers this experience through multiple channels: CashPro® Online, the CashPro® App, CashPro® API and CashPro® Connect.
Integral to the CashPro® platform is a team of CashPro® Solutions Specialists who work directly with clients to enhance and optimize their use of CashPro® and help clients automate their financial processes by integrating their banking data into their back-office systems. 

Job Description:
• Provide support in business development efforts by assisting with RFI/RFP responses and sales presentations 
• Conduct client engagements in order to help them effectively on-board and optimize their  CashPro® experience 
• Accelerate revenue generation by providing advanced subject matter expertise in the sales, on-boarding, and optimization phases of the client experience 
• Provide advice and guidance on best practices and trends in helping clients transform and automate their treasury and financial functions by integrating their banking data into their ERP/TMS systems using CashPro® connectivity capabilities
• Collaborate with internal teams such as sales, product management, operations, service implementation and technology in order to develop and deliver client solutions and enhance client satisfaction 
• Support internal initiatives that impact client connectivity solutions in support of business development goals and risk mitigation activities
• Participate in product planning sessions and enhancement roadmap discussions by providing voice-of-the-client feedback.  Bring unique experiences and knowledge to the discussion.
• Provide technical expertise for various CashPro®  file transfer and import/export capabilities as well as API solutions
• Educate clients on how to mitigate fraud, by sharing security best practices and educating them on fraud prevention controls available in CashPro®
• Lead continuing education sessions for clients and sales teams on CashPro® solutions and new or enhanced product capabilities

Required Skills:

• Bachelor’s degree
• Minimum of 10 years of experience in treasury services with an emphasis in technology or complex onboarding 
• Able to clearly communicate and influence clients and business partners and maintain strong relationships
• Ability to provide industry-leading advice and counsel to clients and teammates to drive a superior client experience and support business development efforts
• Advanced knowledge of bank treasury services product, operating and connectivity platforms, products and capabilities, and a strong understanding of client processes and back-office systems
• Constant focus on delivering solutions with a sense of urgency and ensuring client satisfaction
• Specialized knowledge and skills essential to address key challenges, solving problems and providing technical solutions to overcome obstacles
• Effectively identifies and manages risk from the perspective of both Bank of America and its clients
• Passionately curious and motivated to understand client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve
• Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value
• Committed to personal accountability
• Willingness and ability to build and utilize an internal network and establish partnerships within a large organization 
• Ability to travel = 5% of the time

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

CashPro® is Bank of America’s fully integrated multichannel experience that helps companies improve control, visibility, processing and scale.  CashPro® delivers this experience through multiple channels: CashPro® Online, the CashPro® App, CashPro® API and CashPro® Connect.
Integral to the CashPro® platform is a team of CashPro® Solutions Specialists who work directly with clients to enhance and optimize their use of CashPro® and help clients automate their financial processes by integrating their banking data into their back-office systems. 

Job Description:
• Provide support in business development efforts by assisting with RFI/RFP responses and sales presentations 
• Conduct client engagements in order to help them effectively on-board and optimize their  CashPro® experience 
• Accelerate revenue generation by providing advanced subject matter expertise in the sales, on-boarding, and optimization phases of the client experience 
• Provide advice and guidance on best practices and trends in helping clients transform and automate their treasury and financial functions by integrating their banking data into their ERP/TMS systems using CashPro® connectivity capabilities
• Collaborate with internal teams such as sales, product management, operations, service implementation and technology in order to develop and deliver client solutions and enhance client satisfaction 
• Support internal initiatives that impact client connectivity solutions in support of business development goals and risk mitigation activities
• Participate in product planning sessions and enhancement roadmap discussions by providing voice-of-the-client feedback.  Bring unique experiences and knowledge to the discussion.
• Provide technical expertise for various CashPro®  file transfer and import/export capabilities as well as API solutions
• Educate clients on how to mitigate fraud, by sharing security best practices and educating them on fraud prevention controls available in CashPro®
• Lead continuing education sessions for clients and sales teams on CashPro® solutions and new or enhanced product capabilities

Required Skills:

• Bachelor’s degree
• Minimum of 10 years of experience in treasury services with an emphasis in technology or complex onboarding 
• Able to clearly communicate and influence clients and business partners and maintain strong relationships
• Ability to provide industry-leading advice and counsel to clients and teammates to drive a superior client experience and support business development efforts
• Advanced knowledge of bank treasury services product, operating and connectivity platforms, products and capabilities, and a strong understanding of client processes and back-office systems
• Constant focus on delivering solutions with a sense of urgency and ensuring client satisfaction
• Specialized knowledge and skills essential to address key challenges, solving problems and providing technical solutions to overcome obstacles
• Effectively identifies and manages risk from the perspective of both Bank of America and its clients
• Passionately curious and motivated to understand client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve
• Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value
• Committed to personal accountability
• Willingness and ability to build and utilize an internal network and establish partnerships within a large organization 
• Ability to travel = 5% of the time

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21059452

Band: H4

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Veronica Furillo

Referral Bonus:

0