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Treasury Fulfillment Sr Fulfillment Specialist

Charlotte, North Carolina
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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.


Responsibilities:

  • Implements standard and common Treasury product packages for clients
  • Monitors progress of implementation and end to end resolution as applicable
  • Responds to implementation requests received by email and phone, and questions from internal partners or clients
  • Conducts research using various bank systems to enable response to client questions and inquiries

Required Qualifications:

  • Minimum of 2 years experience working in client facing role preferably in financial services industry

  • Presentable, confident and client focused

  • 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 preferred but not required

Desired Qualifications:

  •  College Degree​ Preferred

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Adaptability
  • Analytical Thinking
  • Critical Thinking
  • Active Listening
  • Collaboration
  • Problem Solving
  • Stakeholder Management
  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

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Full time

JR-25036067

Manages People: No

Travel: No

Age requirement: Must at least be 18 years of age.

Street Address

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