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Treasury Fulfillment Advisor

Bank of America

Bank of America

Accounting & Finance
Dallas, TX, USA · Texas, USA · Richmond, VA, USA · United States · Remote
Posted on Dec 25, 2024

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 a diverse and 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.

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.


Required Qualifications:

  • 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

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