Fulfillment Advisor - Global Treasury & Merchant Operations

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Responsibilities:

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots research, and responds to internal client team requests for resolution
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client
• Acts as the primary interface to medium/high revenue clients
• Leads, directs, and coordinates the implementation of highly complex treasury, cash management, card and/or depository products and services
• Provides relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process
• Provides a consultative approach to client through implementation
• Facilitates internal and external client calls to work through implementation requests utilizing project management and technical skills
• Troubleshoots, researches, and responds to internal client team requests
• Directly aligned to a sales team and provides dedicated Treasury Product implementation support for the Sales team’s entire book of clients
• Meets with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline
• Conducts Client facing calls and are in frequent and direct communication with clients
• Runs point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients implement complex Treasury products
• Develops working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues

Required Qualifications:

• Minimum of 1+ 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

Skills:

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

Shift:

Hours Per Week: