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Treasury - Fulfillment Advisor

Bank of America ATM

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’s physical, emotional, and financial wellness, recognizing and rewarding performance, and making 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 a level of flexibility for 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. Job Details 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. The role also involves providing relationship management, servicing, and technical assistance to internal business partners and vendors to ensure a timely and smooth implementation process. Responsibilities Consult with clients through the implementation of treasury product packages. Facilitate internal and external client calls to work through implementation requests for successful completion. Research and troubleshoot issues, responding to internal client team requests for resolution. Engage key stakeholders to raise awareness throughout the implementation process, owning resolution for the client. Required Skills & Abilities 6–12+ months of experience in the banking/financial industry. Prior treasury experience or working knowledge. Excellent communication 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; able to manage own time and know when to escalated. Desired Skills & Abilities Agreements directly aligned to a sales team and provide dedicated treasury product implementation support for the entire book of clients. Meet with aligned sales partners on a weekly basis to discuss work in the pipeline. Conduct client‑facing calls and maintain frequent direct communication with clients. Run point for sales and clients on all work and interactions needed with treasury operations and technology teams during implementation of complex products. Develop working relationships with clients and serve as primary point of contact for all implementation/fulfillment questions and issues. Presentable, confident, and client‑focused; experience conducting discussions with clients in a confident manner. Additional 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 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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