Fulfillment Advisor - Treasury

Bank of America; Richmond (VA); On-site; USD 41,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Bank of America in Richmond, VA is seeking a Fulfillment Advisor to lead Treasury product implementations for Treasury clients, coordinating with Sales, Product, Compliance and Operations to ensure timely delivery. The role emphasizes relationship management, client-facing communication, and problem solving as teams implement complex treasury, cash management, and depository services.

This position offers an in-office schedule with benefits eligibility and an opportunity to contribute to our

Qualifications

• Required: Experience consulting with clients through treasury product implementation and facilitating internal/external client calls to drive completion.
• Strong troubleshooting, research, and ability to respond to client requests for resolution.
• Confidently engaging key stakeholders throughout implementation and owning client resolution.

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

Job description

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 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 (Role Details)

This Fulfillment Advisor will be 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

Must have strong work experience Consulting with clients through the implementation of treasury product package. Must have work experience Facilitating internal and external client calls to work through implementation requests for successful completion Strong background Troubleshooting research and responding to internal client team requests for resolution Confident engaging key stakeholders for awareness throughout the implementation process, owning resolution for the client.

Desired Qualifications

Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team's entire book of clients. Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline. Associates conduct Client facing calls and are in frequent and direct communication with clients. Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products. Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues. Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

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

Work Schedule

Shift: 1st shift (United States of America)
Hours Per Week: 40

Pay Transparency and Benefits

Pay Transparency details US - VA - Richmond - 8001 VILLA PARK DR - VILLA PARK OPS CENTER BLDG C (VA2100)
Pay and benefits information Pay range $30.25 - $45.60 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

Company Culture

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.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Values

Learn about our four values that represent what we believe.

Pay Transparency Link

https://careers.bankofamerica.com/en-us/pay-transparency