Treasury Fulfillment - Sr Fulfillment Specialist

Bank of America; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation Specialist to be the first point of contact for Treasury clients submitting implementation requests for treasury, cash management, card, merchant and depository products.

You will manage end-to-end implementations, coordinate with Sales & Relationship Managers, Product, Compliance and Operations, and resolve client issues, ensuring a smooth onboarding experience for business clients.

Qualifications

• Minimum 2 years in a client-facing role, preferably in financial services.
• Presentable, confident and client-focused.
• Excellent communications and ability to present to an audience.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
• Self-motivated and able to work unsupervised.

Responsibilities

• Implements standard and common Treasury product packages for clients.
• Monitors progress of implementation and end to end resolution as applicable.
• Responds to implementation requests received by email and phone, and questions from internal partners or clients.
• Conducts research using various bank systems to enable response to client questions and inquiries.

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Account Management

Adaptability

Analytical Thinking

Critical Thinking

Active Listening

Collaboration

Problem Solving

Stakeholder Management

Written Communications

Education

College Degree Preferred

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:

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 being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.

Responsibilities:

• Implements standard and common Treasury product packages for clients
• Monitors progress of implementation and end to end resolution as applicable
• Responds to implementation requests received by email and phone, and questions from internal partners or clients
• Conducts research using various bank systems to enable response to client questions and inquiries

Required Qualifications:

• Minimum of 2 years experience working in client facing role preferably in financial services industry
• Presentable, confident and client focused
• Excellent communications skills and ability to present to an audience
• Ability to work under pressure in a team environment
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to elevate

Desired Qualifications:

• Knowledge of Treasury Products
• College Degree Preferred

Skills:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40