Treasury Fulfillment Advisor

Bank of America; Phoenix (AZ); On-site; USD 95,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation professional to lead the integration of treasury, cash management, card, merchant and depository products for Treasury clients. You will coordinate with Sales, Relationship Managers, Product, Compliance and Operations to ensure timely, smooth implementations.

The role requires 3–5 years of banking experience with Treasury Management products, strong problem solving, and excellent communication skills.

Qualifications

• 3-5 years prior banking experience, knowledge of Treasury Management products including ACH, Check Fraud Protection, Transmission Setups and project management experience with proven client interaction abilities.
• Extensive experience with quality control and document review against business policy and procedures.
• Comfortable leading and hosting moderate to complex project calls with clients, sales, and operation partners via Microsoft Teams.
• Ability to hold self, sales, and operation partners accountable for meeting implementation deadlines.
• Ability to elevate appropriately to resolve client escalations and to meet and exceed client's implementation timeline.
• Proven problem/solving/analytical and organization 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

Client Focus

Oral Communications

Account Management

Adaptability

Analytical Thinking

Critical Thinking

Written Communications

Active Listening

Collaboration

Problem Solving

Stakeholder Management

Tools

Microsoft Teams

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!

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

Required Qualifications:

• 3-5 years prior banking experience, knowledge of Treasury Management products including ACH, Check Fraud Protection, Transmission Setups and project management experience with proven client interaction abilities.
• Extensive experience with quality control and document review against business policy and procedures.
• Comfortable leading and hosting moderate to complex project calls with clients, sales, and operation partners via Microsoft Teams.
• Ability to hold self, sales, and operation partners accountable for meeting implementation deadlines
• Ability to elevate appropriately to resolve client escalations and to meet and exceed client's implementation timeline
• Proven problem/solving/analytical and organization skills

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

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 Learn about some of the ways Bank of America is making a difference in the communities we serve.

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 Learn about our four values that represent what we believe.

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