Treasury Fulfillment Advisor

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!

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 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.

• Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.

• Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.

• Associates conduct Client facing calls and are in frequent and direct communication with clients.

• Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.

• Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

Required Qualifications:

• 1-2 years of work experience in the Banking/Financial industry.

• 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.

Desired Qualifications:

• Treasury industry work experience.

Shift:

Hours Per Week: