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Treasury F&S Advisor - Implement

Chicago, Illinois

Job Description:

Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

This position supports Treasury Sales Officers and Treasury Services Specialists with the on-boarding of new Large Corporate clients implementing complex Treasury Services products within US.  The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.

Responsibilities:

Project managing the implementation of treasury solutions with new and existing clients to Bank of America - covering core product solutions / service offerings. Working in partnership with the client to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines. Coordinating with internal Business Partners as necessary. Attending conference calls where specific cash management and client knowledge will assist with the execution of the solution. Providing support and guidance to Sales Officers where required/requested during the sales process

Requirements:

Strong knowledge Treasury Products, with the ability to establish and maintain a high level of customer trust and confidence. Strong analytical, problem solving and organizational skills with the ability to manage competing demands. Strong communication skills to work with clients and internal partners to deliver clear requirement. Good communications skills, both orally and written, preferably within a similar client servicing function. Creative approach to problem-solving with the ability to focus on details while maintaining the “big picture” view. Self-motivating, flexible, proactive; ability to work in a team environment and able to work independent of direct supervision

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

This position supports Treasury Sales Officers and Treasury Services Specialists with the on-boarding of new Large Corporate clients implementing complex Treasury Services products within US.  The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.

Responsibilities:

Project managing the implementation of treasury solutions with new and existing clients to Bank of America - covering core product solutions / service offerings. Working in partnership with the client to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines. Coordinating with internal Business Partners as necessary. Attending conference calls where specific cash management and client knowledge will assist with the execution of the solution. Providing support and guidance to Sales Officers where required/requested during the sales process

Requirements:

Strong knowledge Treasury Products, with the ability to establish and maintain a high level of customer trust and confidence. Strong analytical, problem solving and organizational skills with the ability to manage competing demands. Strong communication skills to work with clients and internal partners to deliver clear requirement. Good communications skills, both orally and written, preferably within a similar client servicing function. Creative approach to problem-solving with the ability to focus on details while maintaining the “big picture” view. Self-motivating, flexible, proactive; ability to work in a team environment and able to work independent of direct supervision

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073129

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0

Street Address

Primary Location:
540 W Madison St, IL, Chicago, 60661