Senior Treasury Implementation Specialist

Bank of America; Kansas; On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America is seeking a dedicated professional to be the first point of contact for clients submitting implementation requests via email for high revenue accounts. You will manage an inbox, prioritize requests, and coordinate end-to-end processing with internal partners to ensure successful service delivery.

The role requires QA reviews, regulatory compliance, and data-driven analysis. Strong communication and collaboration across treasury and operations teams are essential for success.

Qualifications

• 1-2+ years of experience in the Banking/Financial industry.
• Experience with North America Treasury Fulfillment systems (OBA, AM, GFS, GSS).
• Experience with procedure documentation and/or QA testing.
• Data management knowledge.
• Ability to work in a fast-paced environment to drive Quality goals with meeting aggressive delivery deadlines.
• Proven leadership role or proven leadership skills.
• Detail-oriented.
• Excellent written and verbal communication skills.
• Relationship management skills.
• Proficiency with Excel and PowerPoint.
• Treasury experience and/or QA experience.

Responsibilities

• Demonstrate the ability to be a self-starter, demonstrate ownership, and become a subject matter expert.
• Ability to quickly locate resources and manage desk routines so tasks and responsibilities are met.
• Completing inline quality assurance reviews on the implementation of treasury products, account opening, and account maintenance requests received via various workflow platforms.
• Partner with internal business partners to obtain the necessary information to complete Inline Quality review.
• Review legal documents to determine if adequate documentation has been provided to meet regulatory, compliance, and LOB procedure guidelines.
• Works with Implementation Associate to obtain missing information preventing the quality review from moving forward.
• Utilizes various bank systems to complete quality review requests.
• Identifies and escalates process/procedure gaps to mitigate risk.
• Exercises judgment and discretion with respect to client relationships and problem resolutions.

Skills

Banking experience

Treasury Fulfillment

QA testing

Data management

Communication

Leadership

Tools

Excel

PowerPoint

Job description

Bank of America is seeking a dedicated professional to be the first point of contact for clients submitting implementation requests via email for high revenue accounts. You will manage an inbox, prioritize requests, and coordinate end-to-end processing with internal partners to ensure successful service delivery.

The role requires QA reviews, regulatory compliance, and data-driven analysis. Strong communication and collaboration across treasury and operations teams are essential for success.