Treasury Fulfillment Advisor - Implementation Project Consultant
Bank 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 #J-18808-Ljbffr Bank of America
$70 - $75 per hour
...IMPLEMENTATION SPECIALIST/PROJECT MANAGER - FINANCE & PROPERTY TAX $70HR-$75HR LOCATION: PHOENIX, AZ 6 MONTH CONTRACT TO HIRE The Technical Project... ...& Technical Analysis Partner with Finance, Accounting, Treasury, Assessor, Treasurer, and Property Tax departments to identify...SuggestedContract work- Bank of America is seeking a Treasury Senior Client Interface professional to lead implementations of treasury, cash management, card, merchant, and depository products for a small high-revenue client portfolio. The role emphasizes collaboration, judgment on escalations...Suggested
$111.2k - $166.9k
...architects, engineers, interior designers, consultants, sustainability specialists, and... ...our innovative, sustainable approach to projects help us create buildings that matter to... ...technical solutions being designed and implemented by teams of engineers.Provides site inspection...SuggestedPermanent employmentFull timeTemporary workPart timeWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours$94.3k - $136.7k
...architects, engineers, interior designers, consultants, sustainability specialists, and... ...our innovative, sustainable approach to projects help us create buildings that matter to... ...technology systems group:Designing and implementing industrial communication networks including...SuggestedFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaImmediate startWork from homeHome officeFlexible hours2 days per week3 days per week- ...leadership experience required.Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.Advanced knowledge of applicable regulatory and legal compliance...SuggestedFull time
$77k - $202k
...& SummaryA career in Oracle consulting will provide you with the opportunity... .... We help our clients implement and effectively use Oracle... ..., ordering, billing, fulfillment, payments, collections, revenue... ...consumption-based, subscription and project-based monetization models;...Full timeWork experience placementH1b- ...preferred.Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.Entry level to intermediate knowledge of applicable regulatory and...Full time
- ...you'll be responsible for developing and implementing, or maintaining program(s) to identify,... ...Management team in the oversight of Change and Project Risk Management, and Product & Services... ...operations, loan administration, treasury management and/or other commercial banking...Full timeWork at office
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$160k - $210k
...to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth... ...business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient...- ...Job Description The IT Project Manager plays a critical role in driving the successful... ...and business case development through implementation, go‑live, and transition to support.... ...PMS, POS, CMMS, Payments, and Activity/fulfillment platforms preferred. ~ Demonstrated ability...
$148.83k - $183.85k
Job Title: Senior Trade Finance Advisor Location: San Jose What you'll do Advise corporate and commercial clients on trade finance solutions... ...operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and...- ...Banking Payments Transformation Consultant – Experienced Associate Location: Phoenix, AZ. Time Type: Full time. Travel Requirement: Up... ...Minimum 1 year of experience Preferred Skills and Certifications Treasury Professional Certification preferred Understanding of global...Full time
- ...through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people,... ....About the role:CLA is currently seeking a Senior Acumatica Implementation Consultantto join our growing CLA Digital Team. As a Senior Consultant...Full time
$112.5k - $147.5k
...Financial applications and other finance systems.Experience in implementing and supporting Oracle Cloud Fusion ERP modules like Accounting... ...processes within and out of ERP applications.Familiarity with treasury systems like Kyriba and SEC reporting applications like...Work experience placementFlexible hours- ...governance and risk reporting responsibilities. You'll develop, implement, and maintain a robust model risk management framework,... ...operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services...
- ...partners for tracking purposes. Consistent daily review of tools and dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals. Continuously increase knowledge and skills through self-motivation, formal...Work at office
- ...and interrelated issues. Monitors, analyzes, and evaluates implementation of accepted proposals for improving KPIs, metrics, and other... ...complex functional system requirements for the Order Fulfillment functional area. Qualification Summary To qualify for...Full timeRemote work
$72k - $120k
...limits what can be shared about the company with both external and internal individuals. Participate in and/or lead tactical projects within Treasury or IR, such as earnings call logistics, website organization, investor, analyst, banking and board meeting event...Local areaRemote workFlexible hours- ...dashboards for referral progression and monitoring of referral fulfillment to ensure proper disposition of referrals.* Continuously... ...more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Phoenix, Arizona...Work at office
- ...and compensation teams at Fortune 500 companies. You will apply consulting, finance, and economic analysis skills to deliver world-class... ...traded companies. You will interface with clients' finance, treasury, controllership, FP&A, tax, HR, and legal teams, gaining deep...
- ...retrofit contractor with a reputation for combining high-quality consulting services with customized energy solutions. Our integrated,... ...automated control systems. Job Summary An Energy and Special Projects Consultant provides detailed information, interpretation, and...Temporary workFor contractorsFlexible hours
$71.2k - $166.1k
...are looking for an experienced Consultant to help design, configure, activate, and support the implementation of Oracle Health EHR (... ...integrations. You'll serve as a trusted advisor guiding clients through... ...the ability to manage multiple projects simultaneously. Self-...Temporary workFlexible hours$100k - $120k
...Implementation ConsultantTransforming the way companies Design, Manufacture... ...field.The Implementation Consultant is responsible for... ...optimize solutions based on project plans and Statements of Work... ...Consultant also serves as a trusted advisor to clients by providing technical...Full timeTemporary workWork at officeLocal areaRemote workNight shift$130k - $140k
...-$155,000.00 5 hours ago Director, Business And Financial Controls Associate Director, Private Wealth Client Services Director of Treasury & Assistant Treasurer Phoenix, AZ $95,000.00-$120,000.00 1 week ago Director of Financial Planning and Analysis Phoenix, AZ $150,0...Full timeInterim roleWork at office$140k - $160k
.... Not a loose collection of consultants sharing a logo, but a genuine... ...: you will provide both project management leadership and business... ...experience, hands-on ERP implementation knowledge, and direct Workdayexpertise... ...lifecycle, not just fulfill the SOW, but actively look...Temporary workImmediate startRemote workShift work- ...owner for account delivery & mgmt. of all projects under the assigned account: account... ...initiatives (including automation); drive implementation/ operationalization.Drive customer... ...Coordinate with WMG for capacity planning and fulfillment of resource requisitions.Key Metrics:...
- ...Snapshot / Role Overview: We're seeking a Energy & Special Projects Consultant in Phoenix, AZ to support and grow commercial mechanical operations across the region. Impact: - Help commercial customers cut energy use and operating cost. - Quantify savings through...
$107k - $130k
...College degree preferred. Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Intermediate knowledge of applicable regulatory and legal...
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