Treasury Client Solutions Advisor

Bank of America; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation Specialist to lead the client interface during deployment of treasury, cash management, card, merchant and depository products. You will coordinate internal teams and vendors, ensuring a timely implementation and responsive service.

The role requires treasury product knowledge, strong communication, and leadership to drive successful client outcomes within a collaborative in-office environment.

Qualifications

• Prior Treasury-focused experience.
• Working knowledge of Treasury Management products, services and processes.
• Demonstrated leadership to include people development skills
• Exceptional verbal and written communication skills.

Responsibilities

• Consults with client through implementation of treasury product package.
• Facilitates internal and external client calls to work through implementation requests for successful completion.
• Troubleshoots research, and responds to internal client team requests for resolution.
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client.

Skills

Attention to Detail

Client Management

Customer Focus

Oral Communications

Account Management

Analytical Thinking

Critical Thinking

Written Communications

Active Listening

Collaboration

Problem Solving

Stakeholder Management

Job description

Bank of America is seeking a Treasury Implementation Specialist to lead the client interface during deployment of treasury, cash management, card, merchant and depository products. You will coordinate internal teams and vendors, ensuring a timely implementation and responsive service.

The role requires treasury product knowledge, strong communication, and leadership to drive successful client outcomes within a collaborative in-office environment.