Treasury Implementation Specialist: Client Liaison

Bank of America

Bromley

On-site

GBP 60,000 - 85,000

Full time

5 days ago
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Job summary

Bank of America is seeking a Treasury Client Implementations Specialist to serve as the first contact for clients submitting treasury-related implementation requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales & Relationship Managers, Product Managers, Compliance and Operations to resolve issues.

The role requires strong attention to detail, client focus, and solid problem-solving abilities, with extensive use of

Qualifications

  • Experience with treasury product implementations.
  • Strong client communication and cross-functional collaboration.
  • Detail-oriented with problem solving in banking apps.

Responsibilities

  • Implements standard and common Treasury product packages for clients.
  • Monitors progress of implementation and end to end resolution as applicable.
  • Responds to implementation requests received by email and phone, and questions from internal partners or clients.
  • Conducts research using various bank systems to enable response to client questions and inquiries.

Skills

Attention to Detail
Customer and Client Focus
Oral Communications
Account Management
Adaptability
Analytical Thinking
Critical Thinking
Active Listening
Collaboration
Problem Solving
Stakeholder Management
Written Communications

Job description

Bank of America is seeking a Treasury Client Implementations Specialist to serve as the first contact for clients submitting treasury-related implementation requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales & Relationship Managers, Product Managers, Compliance and Operations to resolve issues.

The role requires strong attention to detail, client focus, and solid problem-solving abilities, with extensive use of

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