Treasury Fulfillment Advisor

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

Job summary

Bank of America is seeking a Treasury Client Interface specialist who acts as the primary interface to Treasury clients, coordinating the implementation of treasury, cash management, card, merchant and depository products and services.

You will provide relationship management, servicing and technical assistance to internal partners and vendors to ensure a timely, smooth onboarding, with strong collaboration across Sales, Product, Compliance and Operations.

Qualifications

• Prior Treasury-focused experience is required.
• Strong relationship management and client onboarding skills.
• Excellent verbal and written communication.
• Able to drive and maintain performance metrics.

Responsibilities

• Lead, direct and coordinate treasury product implementations.
• Facilitate client calls to address onboarding requests.
• Troubleshoot requests and coordinate stakeholders.
• Ensure timely onboarding and client satisfaction.

Skills

Treasury experience

Relationship management

Client onboarding

Communication

Leadership

Data-driven metrics

Job description

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.

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 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

LOB Required 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.
• Able to drive - and maintain - exceptional quantitative team performance metrics.

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