Treasury Fulfillment Advisor

Bank of America; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation professional to act as the primary interface to Treasury clients, guiding the deployment of complex treasury, cash management, card, merchant, and depository products and services. The role emphasizes client servicing, relationship management, and technical assistance across Sales & Relationship Managers, Product Managers, and Compliance teams.

Responsibilities include leading implementation discussions, coordinating internal/external client

Qualifications

• Proven ability to manage client relationships and payments processes.
• Strong communication and collaboration across teams.
• Detail-oriented with analytical and problem-solving 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 and Client Focus

Oral Communications

Account Management

Adaptability

Analytical Thinking

Critical Thinking

Written Communications

Active Listening

Collaboration

Problem Solving

Stakeholder Management

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. 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

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

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Partnering Locally

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Global Impact

Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion

Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values

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Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency