Treasury Implementation & Onboarding Advisor

Bank of America; Ciudad de México; On-site; MXN 450,000 - 660,000; Full time

Job summary

Bank of America is seeking an Implementation Advisor to coordinate corporate account openings, treasury management implementations, and related service requests for corporate clients. The IA will partner with Sales, AML/KYC, Compliance, Operations, Treasury, Payments, and Technology to ensure compliant, timely onboarding and implementation.

The role requires strong client relationship skills, project coordination abilities, and a proactive problem-solving mindset to navigate risks and timelines

Qualifications

• Knowledge of corporate banking, onboarding, and treasury management processes.
• Experience reviewing corporate legal and regulatory documentation (PoA, Articles, RFC, e.firma/FIEL).
• Strong PM, organizational, and follow-up skills with multi-implementation capability.
• Excellent verbal and written communication in English and Spanish.
• Client service oriented with ability to build trusted relationships.
• Ability to manage competing deadlines in a fast-paced environment.
• Analytical, problem-solving, and escalation management abilities.
• Collaborate across functions and stakeholders at all levels.

Responsibilities

• Coordinate and execute corporate account openings and treasury implementations.
• Lead product maintenance requests and banking service changes.
• Serve as primary client contact throughout onboarding and implementation.
• Ensure regulatory compliance and SLA adherence.
• Monitor milestones, escalate risks, and maintain data integrity in systems.
• Identify and drive process improvements and automation initiatives.

Skills

Corporate banking

KYC

Project management

Client relationship

Regulatory docs

Multitasking

Communication

Problem-solving

Stakeholder collaboration

English/Spanish bilingual

Education

Bachelor’s degree in Business/Finance/Economics

Tools

Banking platforms

Job description

Bank of America is seeking an Implementation Advisor to coordinate corporate account openings, treasury management implementations, and related service requests for corporate clients. The IA will partner with Sales, AML/KYC, Compliance, Operations, Treasury, Payments, and Technology to ensure compliant, timely onboarding and implementation.

The role requires strong client relationship skills, project coordination abilities, and a proactive problem-solving mindset to navigate risks and timelines