Treasury - 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:
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.

Required Qualifications:

• Minimum of 2 years’ experience working in client facing role, preferably in financial services industry
• Presentable, confident and client focused.
• 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 manage own time.
• Knowledge of Treasury Products
• Ability to interpret bank standard legal documentation.
• Advanced skills within Microsoft applications​

Desired Qualifications:

• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.
• Strong Treasury Product and DDA platform knowledge
• IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, GFS/OBA 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: