Senior Treasury Implementation Specialist

Bank of America; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring for a Treasury Implementation role, serving as the first point of contact for client requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales, Product, Compliance, and Operations to resolve issues.

The position emphasizes client focus, attention to detail, and the ability to work under pressure in a team setting, with opportunities to grow within a large financial services organization.

Qualifications

• Minimum of 2 years experience in a client facing role, preferably in financial services.
• Presentable, confident and client focused.
• Excellent communications skills and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Liaise with all levels of the firm and people with different experiences/backgrounds.
• Self-motivated and able to work unsupervised, manage own time and know when to elevate.

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

Client facing

Communication

Attention to detail

Time management

Team collaboration

Research

Treasury products knowledge

Active listening

Problem solving

Stakeholder management

Written communications

Oral communications

Adaptability

Critical thinking

Education

College Degree Preferred

Job description

Bank of America is hiring for a Treasury Implementation role, serving as the first point of contact for client requests via email and phone. You will handle end-to-end processing for moderately complex implementations and coordinate with Sales, Product, Compliance, and Operations to resolve issues.

The position emphasizes client focus, attention to detail, and the ability to work under pressure in a team setting, with opportunities to grow within a large financial services organization.