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Treasury F&S Advisor - Implement

Dallas, Texas

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.

LOB Job Description:

Main point of contact for GCBK Private Bank clients. Candidate will have a portfolio of clients assigned to them for 1:1 support to implement products. Will lead and facilitate project calls with clients, internal partners and technical partners both internal and external. A plus will be to have knowledge of the products offered by the bank. This role is considered complex as multiple projects will be in flight at any given time. Responsible for building and managing client and business partner relationships while improving overall client delight. Candidate must be on hand to offer premium Client service and deal with all Client queries and manage the relationships between our Clients and internal BofA departments. Up to date market knowledge on key initiatives and developments within the clearing and settlement space are essential. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all operational issues and will act as Client advocate within BofA to ensure all clients’ needs are met.

Responsibilities:

1:1 ratio of clients within assigned portfolio
Escalate as needed to ensure resolution is provided to clients
Facilitate project calls via WebEx and providing timely responses / minutes to clients
Takes ownership of portfolio by working with all clients and sales as requests get scoped and kickoff call held with client
Involvement in ad hoc projects for new processes or industry initiatives

Requirements:

Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
Excellent communications skills and ability to present to an audience
Ability to work under pressure in a team environment
Ability to liaise with all levels of the firm and people with different experiences and backgrounds
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
Knowledge of Treasury Products
 

Desired Skills:

College Degree preferred.

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.

LOB Job Description:

Main point of contact for GCBK Private Bank clients. Candidate will have a portfolio of clients assigned to them for 1:1 support to implement products. Will lead and facilitate project calls with clients, internal partners and technical partners both internal and external. A plus will be to have knowledge of the products offered by the bank. This role is considered complex as multiple projects will be in flight at any given time. Responsible for building and managing client and business partner relationships while improving overall client delight. Candidate must be on hand to offer premium Client service and deal with all Client queries and manage the relationships between our Clients and internal BofA departments. Up to date market knowledge on key initiatives and developments within the clearing and settlement space are essential. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all operational issues and will act as Client advocate within BofA to ensure all clients’ needs are met.

Responsibilities:

1:1 ratio of clients within assigned portfolio
Escalate as needed to ensure resolution is provided to clients
Facilitate project calls via WebEx and providing timely responses / minutes to clients
Takes ownership of portfolio by working with all clients and sales as requests get scoped and kickoff call held with client
Involvement in ad hoc projects for new processes or industry initiatives

Requirements:

Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
Excellent communications skills and ability to present to an audience
Ability to work under pressure in a team environment
Ability to liaise with all levels of the firm and people with different experiences and backgrounds
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
Knowledge of Treasury Products
 

Desired Skills:

College Degree preferred.

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-21079934

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Zoy Dell

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202