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Treasury F&S Advisor - Implementation

Dallas, Texas

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This role is responsible for acting as the primary interface to Treasury clients. Responsible for leading, directing and coordinating the implementation of highly complex treasury, cash management, card, merchant and/or depository products and services. These individuals provide relationship management, servicing and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) / vendors in order to ensure a timely and smooth implementation process.

Consults with client through implementation of treasury product package
Facilitates internal and external client calls to work through implementation requests for successful completion
Troubleshoots, researches and responds to internal client team requests for resolution
Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client


Required Skills:

3-5 years’ experience working in client facing role and handling difficult situations with clients

1-3 years’ Treasury Product and Solutions experience

1-3 years of experience in written (including grammar and spelling) and oral communications

Comfortable asking questions 

Ability to engage with customers, begin a conversation, build rapport, and handle objections.

Ability to analyze and resolve customer inquiries. Ability to provide a positive customer experience through creative solutions.

Intermediate in computer skills including Microsoft Excel, Outlook, PowerPoint, and Word

Self-motivating, flexible, proactive; excellent team player and able to work independent of direct supervision

Able to work under tight timelines with multiple priorities


Desired Skills:

Project management/process coordination experience concentrating on cash management solutions for corporate organizations, including exposure to elements such as electronic payments, SWIFT messaging, BACS, CHAPS, Foreign Exchange (FX) and Money Markets (MM)

Strong Treasury Product and DDA/TM platform knowledge ideal

IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct

Ability to interpret bank standard legal documentation


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Street Address

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