Senior Treasury Implementation Specialist

Bank of America

Fort Worth (TX)

On-site

USD 34,000 - 54,000

Full time

7 days ago
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Job summary

Bank of America is seeking a Treasury Implementation Specialist to serve as the first point of contact for client requests and guide end-to-end treasury, cash management, card, merchant, and depository product implementations. You will coordinate with Sales, Relationship Managers, Product Managers, Compliance, and Operations to resolve issues and ensure client satisfaction.

The role requires strong communication, problem-solving, and stakeholder management skills, with the ability to work under

Qualifications

  • Minimum of 2 years experience in a client-facing role 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.
  • Ability to liaise with all levels of the firm and people with different experiences and 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.
  • 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

Attention to Detail
Customer and Client Focus
Oral Communications
Account Management
Adaptability
Analytical Thinking
Critical Thinking
Active Listening
Collaboration
Problem Solving
Stakeholder Management
Written Communications

Education

College Degree Preferred

Job description

Bank of America is seeking a Treasury Implementation Specialist to serve as the first point of contact for client requests and guide end-to-end treasury, cash management, card, merchant, and depository product implementations. You will coordinate with Sales, Relationship Managers, Product Managers, Compliance, and Operations to resolve issues and ensure client satisfaction.

The role requires strong communication, problem-solving, and stakeholder management skills, with the ability to work under

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