Treasury Fulfillment Advisor

Bank of America; Charlotte (NC); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Treasury Fulfillment Advisor to enhance client financial experiences. This role involves acting as a primary interface for treasury clients, ensuring the smooth implementation of complex products and services. You'll be responsible for managing client relationships, providing technical assistance, and coordinating with internal teams to achieve successful outcomes. Join a dynamic team committed to creating a diverse and inclusive workplace where your contributions make a significant impact on clients and communities alike. This is an exciting opportunity to grow your career in a supportive environment.

Qualifications

• Strong client management skills with a focus on customer service.
• Proven ability to troubleshoot and resolve complex issues.

Responsibilities

• Lead and coordinate implementation of complex treasury products.
• Provide relationship management and technical assistance to clients.

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

Treasury Fulfillment Advisor page is loaded

Treasury Fulfillment Advisor

Apply locations Charlotte Phoenix time type Full time posted on Posted 30+ Days Ago job requisition id 25004049

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is 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.

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 and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Critical Thinking
• Written Communications
• Active Listening
• Collaboration
• Problem Solving
• Stakeholder Management

Shift: 1st shift (United States of America)

Hours Per Week: 40