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Treasury F&S Sr Advisor

Bromley, GB

Job Description:

Job Title: Treasury F&S Senior Advisor

Corporate Title:  Assistant Vice President  

Location: Bromley

Role Description:

Trade Fulfilment Implementation Advisors are principally responsible for:

  • Managing the end-to-end onboarding of clients for our Treasury services (e.g. bank accounts, payables/receivables, liquidity, technical services)
  • Tailoring the approach to meet the needs of the client, and utilising project management routines where necessary for larger scale deliverables
  • Managing conference calls with clients and internal stakeholders
  • Overseeing all elements of relevant KYC and Legal documentation required to facilitate client onboarding
  • Keeping stakeholders updated on the progress of the onboarding, and highlighting any related issues/delays
  • Connecting with internal teams to manage the onboarding; and influencing where necessary to ensure that we meet strict timelines for our clients
  • Completing relevant products & services setups within our systems, and logging all relevant documentation/emails within our central repository

The Team:

We are a team of 15 Implementation Advisors who manage a range of different products.  We work very closely with our Sales & Product partners, and our role is critical to the success of the Treasury business.  We often are contributing to high revenue deals and we work together to deliver success.  The team are very collaborative, and we help each other out by knowledge-sharing and covering each other’s projects.

Core Skills:

  • A broad understanding of cash and treasury management products
  • Prior experience gained within financial services or investment banking, ideally within a role that had exposure to onboarding/KYC of new clients
  • Prior experience in managing large-scale projects with multiple deliverables and internal/external stakeholders
  • The ability to work in a fast-paced environment, managing client needs effectively
  • The ability to present material on conference calls or web conferencing tools to varied audiences
  • The ability to influence people, drive key deliverables, and communicate with stakeholders at all levels

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 judgment 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 opportunity 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.

Job Band:

H6

Shift: 

Hours Per Week:

35

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Title: Treasury F&S Senior Advisor

Corporate Title:  Assistant Vice President  

Location: Bromley

Role Description:

Trade Fulfilment Implementation Advisors are principally responsible for:

  • Managing the end-to-end onboarding of clients for our Treasury services (e.g. bank accounts, payables/receivables, liquidity, technical services)
  • Tailoring the approach to meet the needs of the client, and utilising project management routines where necessary for larger scale deliverables
  • Managing conference calls with clients and internal stakeholders
  • Overseeing all elements of relevant KYC and Legal documentation required to facilitate client onboarding
  • Keeping stakeholders updated on the progress of the onboarding, and highlighting any related issues/delays
  • Connecting with internal teams to manage the onboarding; and influencing where necessary to ensure that we meet strict timelines for our clients
  • Completing relevant products & services setups within our systems, and logging all relevant documentation/emails within our central repository

The Team:

We are a team of 15 Implementation Advisors who manage a range of different products.  We work very closely with our Sales & Product partners, and our role is critical to the success of the Treasury business.  We often are contributing to high revenue deals and we work together to deliver success.  The team are very collaborative, and we help each other out by knowledge-sharing and covering each other’s projects.

Core Skills:

  • A broad understanding of cash and treasury management products
  • Prior experience gained within financial services or investment banking, ideally within a role that had exposure to onboarding/KYC of new clients
  • Prior experience in managing large-scale projects with multiple deliverables and internal/external stakeholders
  • The ability to work in a fast-paced environment, managing client needs effectively
  • The ability to present material on conference calls or web conferencing tools to varied audiences
  • The ability to influence people, drive key deliverables, and communicate with stakeholders at all levels

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 judgment 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 opportunity 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

JR-22048334

Band: H6

Manages People:

Manager:

Talent Acquisition Contact:

Katie Whitehead

Referral Bonus:

0

Street Address

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