Treasury Implementation & Client Onboarding Lead

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

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.