Treasury Fulfillment Advisor

Bank of America; Ciudad de México; Presencial; MXN 800.000 - 1.100.000; Jornada completa

Descripción de la vacante

Bank of America is recruiting an Implementation Advisor to coordinate corporate account openings and treasury management implementations for corporate clients. You will serve as the main client contact throughout onboarding, ensuring regulatory compliance and SLA adherence while coordinating with Sales, Compliance, Operations, and Technology teams.

The role emphasizes strong client relationship management, project coordination, and problem solving in a fast-paced environment.

Formación

• Knowledge of corporate banking, account opening processes, treasury management, cash management, and banking platforms.
• Strong understanding of KYC requirements and experience reviewing corporate legal and regulatory documentation.
• Strong project management, organizational, and follow-up skills with the ability to manage multiple implementations simultaneously.
• Excellent verbal and written communication skills in English and Spanish.

Responsabilidades

• Manage account openings, treasury management implementations, product maintenance requests, and service changes from initiation through completion.
• Request, review, and validate client documentation in compliance with regulatory and operational requirements.
• Coordinate with Sales, AML/KYC, Compliance, Operations, Treasury, Payments, and Technology teams to ensure successful implementation and onboarding.
• Serve as the primary point of contact for clients, providing status updates and managing expectations throughout the implementation process.
• Monitor project milestones and SLAs, identifying and escalating risks, issues, and delays when appropriate.
• Ensure the accuracy and integrity of information maintained in internal systems.
• Investigate and drive resolution of operational issues impacting client onboarding and implementation activities.
• Participate in process improvement, automation, and innovation initiatives to enhance the client experience and operational efficiency.

Conocimientos

Corporate banking knowledge

KYC requirements

Project management

Bilingual English/Spanish

Client service orientation

Communication skills

Analytical problem solving

Cross-functional collaboration

Educación

Bachelor’s degree

Descripción del empleo

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.

Job Description: The Implementation Advisor (IA) is responsible for coordinating and executing corporate account openings, treasury management product implementations, product maintenance, and banking service requests for corporate clients. The IA serves as the primary point of contact for clients and internal partners throughout the onboarding and implementation lifecycle, ensuring compliance with regulatory requirements, service level agreements (SLAs), and internal policies. This role requires strong client relationship management, project coordination, and problem-solving skills to deliver a seamless client experience while effectively managing risks, escalations, and implementation timelines.

Responsibilities:

• Manage account openings, treasury management implementations, product maintenance requests, and service changes from initiation through completion.
• Request, review, and validate client documentation in compliance with regulatory and operational requirements.
• Coordinate with Sales, AML/KYC, Compliance, Operations, Treasury, Payments, and Technology teams to ensure successful implementation and onboarding.
• Serve as the primary point of contact for clients, providing status updates and managing expectations throughout the implementation process.
• Monitor project milestones and SLAs, identifying and escalating risks, issues, and delays when appropriate.
• Ensure the accuracy and integrity of information maintained in internal systems.
• Investigate and drive resolution of operational issues impacting client onboarding and implementation activities.
• Participate in process improvement, automation, and innovation initiatives to enhance the client experience and operational efficiency.

Required Skills:

• Knowledge of corporate banking, account opening processes, treasury management, cash management, and banking platforms.
• Strong understanding of KYC requirements and experience reviewing corporate legal and regulatory documentation, including Powers of Attorney, Articles of Incorporation, RFC, and e.firma/FIEL documentation.
• Strong project management, organizational, and follow-up skills with the ability to manage multiple implementations simultaneously.
• Excellent verbal and written communication skills in English and Spanish.
• Strong client service orientation with the ability to build trusted relationships and act as a client advocate.
• Ability to prioritize work effectively, manage competing deadlines, and perform well in a fast-paced environment.
• Strong analytical, problem-solving, and escalation management skills.
• Ability to collaborate across functions and work effectively with stakeholders at all levels of the organization.

Preferred Qualifications:

• Bachelor’s degree in business administration, Finance, Economics, International Business, or a related field.
• Experience in Corporate Banking, Treasury Management, Cash Management, Client Onboarding, Account Opening, or Implementation Management.
• Bilingual proficiency in English and Spanish.
• Demonstrated experience driving process improvements and supporting operational excellence initiatives.

Skills:

• Demonstrates initiative, accountability, and a continuous learning mindset.
• Brings innovative ideas and contributes to process enhancements.
• Adapts quickly to changing business priorities while maintaining a strong client focus.
• Promotes collaboration, inclusion, and effective teamwork across diverse stakeholders.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

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