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!
 

Job Description:

We are seeking a client-focused Implementation Advisor to join our Fulfillment team and support onboarding process and implementation of treasury services  for clients across the LATAM region. This role ensures smooth implementation timely resolution of issues, and overall client satisfaction. 

Responsibilities:

• Guide Clients through onboarding and setup from start to finish
• Be main point of contact for clients during set up
• Handle process breaks by investigating root causes and driving solutions
• Manage multiple client projects, keeping deliverables and timelines on track
• Identify risk early and escalate to Leaders when needed
• Works closely with stakeholders to meet client needs

Required Qualification:

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

• Mist be presentable, confident and client focused.

• Prior 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.
• Strong problem -solving, organization, and client relationship skills.
• Flexibility to work on US holidays and support clients in multiple time zones.
 

Desired Qualifications:

•  Bilingual in Spanish & English (Fluent) HIGHLY DEISRED.

•  Bilingual in Portuguese & English (Fluent) HIGHLY DEISRED. 

• Knowledge of Treasury Products.

•  5+ years working with clients in the financial sector.
• Experience working with documentation such as treasury forms, signature cards, client’s legal documentation.

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:

Hours Per Week: