Treasury Fulfillment Advisor - Implementation Project Consultant
$75.1k - $102.2kBank of America
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 a small portfolio of high revenue and complex Treasury clients. Key responsibilities include leading, directing, influencing, and coordinating implementation of highly complex, treasury, cash management, card, merchant and depository products and services, while leveraging subject matter expertise. Job expectations include using sound judgment and discretion for decision making on escalated matters, while driving operational excellence and providing key input to process improvement initiatives. 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, researches, and responds to internal client team requests for resolutions Leverages key stakeholders to drive process improvement and operational excellence Provides coaching to teammates relative to productivity, client satisfaction, and problem resolution Resolves complex escalations using sound judgment and decision making Required Skills Strong understanding of disciplined development methodologies, with the ability to consistently apply best practices, standards, and procedures Proven ability to build and maintain effective working relationships with peers, client groups, and senior management Demonstrates strong ownership, initiative, and excellent follow-through on assignments Comfortable engaging directly with clients and business partners, with a track record of successful client interaction Effective presentation skills, with the ability to communicate ideas clearly in group settings Hands-on experience in requirements gathering and translating business needs into actionable deliverables Self-motivated and able to work independently with minimal supervision Solid knowledge of project management practices, with the ability to deliver projects on time and within budget Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Excellent written, verbal, and presentation communication skills Ability to convert high-level concepts into detailed, actionable information tailored to diverse audiences Skills: Attention to Detail Client Management Critical Thinking Customer and Client Focus Oral Communications Account Management Adaptability Analytical Thinking Coaching Written Communications Active Listening Collaboration Influence Problem Solving Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Farmington - 70 Batterson Park Rd (CT2515), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540) Pay and benefits information Pay range $75,100.00 - $102,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency:
$75.1k - $102.2k
...of high revenue and complex Treasury clients. Key responsibilities... ..., and coordinating implementation of highly complex, treasury,... ...initiatives. Responsibilities: Consults with client through implementation... ...Solid knowledge of project management practices, with the...SuggestedFull timeWork at officeFlexible hoursShift workDay shift- P2P is seeking a Professional Services Consultant in Chicago, IL to lead client interactions... ...strategies, and providing support throughout implementations. Candidates should have experience in Treasury or Fintech and strong project management abilities. P2P offers...SuggestedFlexible hours
$30.25 - $45.6 per hour
...for acting as the primary interface to Treasury clients. Key responsibilities include leading... ..., directing, and coordinating the implementation of highly complex treasury, cash... ...implementation process. Responsibilities: Consults with client through implementation of treasury...SuggestedHourly payFull timeWork at officeFlexible hoursShift workDay shift- ...today and tomorrow. Join us. We are seeking a Technical Implementation Consultant to lead the technical work required to successfully deploy... ...technical validation. This role is not the overall project or program owner. Instead, it is a handson technical leadership...SuggestedRemote work
- ...Finance Consultant This consultant will serve as a client-side... ...business stakeholders, and the implementation partner to support the... ...and the D365 solution. As the project progresses, the consultant will... ...AP/AR Fixed Assets Treasury Financial Reporting Support...Suggested
$57.5k - $106.5k
...Provides advice and guidance to assigned business/group on implementation of solutions. Helps determine business priorities and best... ...timely, accurate, and efficient service. Plans, executes and fulfills cash management product solutions sales and services...Contract workPart timeLocal area- ...advisory services, transaction tax, management consulting financial management, enterprise system, risk consulting and treasury services Assist with selling, and... ...experience; experience to include participating on project teams and collaborating with other team members...Full timeH1bLocal area
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AgHires is seeking a Treasury Advisor in Chicago to partner with senior sales professionals in delivering tailored treasury solutions. This... ...financial data, collaborating with internal teams, and implementing client strategies. Applicants should have a Bachelor's degree...$57.5k - $106.5k
Hispanic Alliance for Career Enhancement is seeking a SR. TREASURY ADVISOR that applies consultative sales and relationship management practices. This role focuses on closing sales of treasury management and payment solutions while ensuring compliance, optimizing sales...$57.5k - $106.5k
A financial services firm in Chicago is seeking a Treasury Advisor to enhance client engagement and provide treasury solutions focused on cash management and payment products. Candidates should have a Bachelor's degree in Business Administration, Finance or Accounting...$57.5k - $106.5k
SR. TREASURY ADVISOR-DIG MIDWEST Applies consultative sales and relationship management practices to close sales of... ...regulatory compliance. Monitors implementation activities to ensure alignment... ...including documentation, pricing, and project timelines ensuring timely...Part timeWork experience placementLocal area$102k - $190k
BMO seeks a Treasury Consultant to lead sales for technology and media clients, driving revenue growth through tailored treasury solutions. This role demands strategic client relationship management and cross-functional collaboration to enhance client experience and optimize...- A leading financial institution is seeking a Treasury Advisor in Chicago, IL. In this role, you will work with a team to provide treasury solutions to clients. Responsibilities include analyzing client needs, supporting sales activities, and ensuring smooth service delivery...
$57.5k - $106.5k
...About the Team The Treasury and Payment Solutions... ...Overview As a Treasury Advisor, you will partner with... ...(Treasury Consultants) to deliver treasury... ...ensure smooth client implementation experience and service... ...documentation, pricing, and project timelines ensuring timely...Contract workWork experience placementLocal area- Bank of Montreal is looking for a driven candidate to provide cash management advice and grow business opportunities with law firms and professional services in Chicago. The role requires strong relationship management skills and in-depth knowledge of cash management products...
- ...strategies, and objectives for Appeals, to promote and facilitate the implementation of Servicewide priorities and policies and to ensure... ...the Office of Chief Counsel on published guidance and other technical tax administration issues. #J-18808-Ljbffr Treasury DepartmentPermanent employmentWork at office
- Liquidity Lead Advisor Job Locations US-IL-Chicago... ...Category/Function Treasury Management Position... ...relationships through consultative presentations.... ...willingness to learn, implement feedback and act. ~... ...established timeframes; manage projects efficiently and...Full timeTemporary workBank staffWork at office
$102.5k - $187.9k
...world. Guidewire - Technical Consultant - Senior EY is a leader in... ...ambition is to be the C-suite advisor for insurance technology-... ...integrated capabilities. Typical projects will span the following... ...transformation: Guidewire System Implementation (Policy, Billing, Claims)...Work experience placementSummer holidayFlexible hours- ...What You'll Be Doing • Lead and support end-to-end implementations of Oracle Cloud Project Financials , with a focus on Grants Management,... ...ERP & Revenue Applications Role Oracle Cloud Financials Consultant - Project Financials Locations United States, Chicago,...Full timeLocal area
$142.6k - $261.5k
...Analysis - Manager SAP - Finance Project Systems - Manager Our... ...Recognition Experience in fulfilling requirements integrated with... ...Ideally, you’ll also have Prior consulting industry experience SAP... ...with at least three full cycle implementations of your core module...Summer holidayFlexible hours$184.87k - $324.19k
...Enterprise Architect - Finance for our Consulting practice. Responsibilities :... ...(GL, AP/AR, Asset Accounting, Treasury, etc.), for a variety of clients including process design, package implementation lifecycle support, and project reviews Lead SAP business processes...Full timeH1bLocal area$84k - $111k
...: Clearsulting is a global consulting company with the motivation... ...digital reporting, risk advisory, treasury and more. Clearsulting... ...driving full scope of system implementation activities, including... ...experience; CTP is a plus Strong project management experience including...Work experience placementWork at officeRemote workVisa sponsorshipFlexible hours- ...Accounting Business Systems Analyst Consultant Our consultancy is looking... ...read-out sessions with the project leadership team.... ...develop recommendations and implement complex solutions in a fast-paced... ...monthly close and reporting, treasury management, etc. Requirements...Remote work
$77k - $202k
...Corporate Finance And Treasury Practice A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside... ...-to-end Treasury Management System implementation and optimization within Kyriba,...Work at office$124k - $280k
...Senior Manager, Finance Consulting - Corporate Finance, Treasury and Commodities At PwC... ...Growing as a strategic advisor, you leverage your influence... ...for the creation and implementation of impactful finance and... ...you oversee large projects, innovate processes, and...$124k - $280k
...our people in finance consulting specialise in... ...in corporate finance, treasury and commodities at PwC... ...Growing as a strategic advisor, you leverage your influence... ...for the creation and implementation of impactful finance... ...you oversee large projects, innovate processes,...H1b$102k - $190k
...Applies consultative sales and relationship management practices to... ...generate leads and close sales of treasury management and payment... ...regulatory compliance. Monitors implementation activities to ensure... ...documentation, pricing, and project timelines ensuring timely delivery...Contract workPart timeWork experience placementLocal areaShift work- ...stress testing and contingency funding planning. Establish robust financial controls for wire processing, cash reconciliation, and treasury operations. Ensure full compliance with customer funds segregation and protection requirements. Regulatory Serve as...Temporary work
- ...seeking an experienced Senior Managing Consultant to join our Finance Transformation practice... ...Planning & Analysis (FP&A), Tax, and Treasury - and have a point of view on how... ...Familiarity with or hands-on experience implementing digital finance solutions * Strong communication...Full timeTemporary workPart time
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