girl looking into her desktop
Back to search results

Treasury F&S Advisor - Implementation

Charlotte, North Carolina

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 Treasury Implementation point of contact for Commercial Real Estate Banking (CREB) Clients. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all Treasury product implementation requests and will act as Client advocate within BofA to ensure all clients’ needs are met.

Responsibilities:

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
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

Requirements:

3-5 years of work experience in the financial industry, with project management and/or treasury experience
Must have client facing experience
Have strong decision-making, critical thinking, oral and written communication skills
Able to work with internal stakeholders
Well organized and have schedule flexibility
Able to work independently, with little to no supervision
Able to demonstrate a high rate of accuracy and attention to detail
Able to manage time sensitive deliverables while maintaining high levels of accuracy
Proven ability to work well under pressure and should be able to handle multiple assignments in an organized manner
Must have demonstrated knowledge of Microsoft office products (i.e. Excel, Word, PowerPoint, Outlook, etc.)

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:

500

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 Treasury Implementation point of contact for Commercial Real Estate Banking (CREB) Clients. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients on all Treasury product implementation requests and will act as Client advocate within BofA to ensure all clients’ needs are met.

Responsibilities:

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
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

Requirements:

3-5 years of work experience in the financial industry, with project management and/or treasury experience
Must have client facing experience
Have strong decision-making, critical thinking, oral and written communication skills
Able to work with internal stakeholders
Well organized and have schedule flexibility
Able to work independently, with little to no supervision
Able to demonstrate a high rate of accuracy and attention to detail
Able to manage time sensitive deliverables while maintaining high levels of accuracy
Proven ability to work well under pressure and should be able to handle multiple assignments in an organized manner
Must have demonstrated knowledge of Microsoft office products (i.e. Excel, Word, PowerPoint, Outlook, etc.)

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-21081051

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

500

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255