Treasury Implementation Advisor

Bank of America; Charlotte (NC); Presencial; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

Bank of America is seeking a candidate to serve as the primary interface to Treasury clients in an in-person role in Charlotte, NC. You will lead the implementation of treasury, cash management, card, merchant, and depository services, while providing strong relationship management and technical assistance to internal partners and vendors.

The position requires 2+ years in client-facing roles, excellent communication, and the ability to handle pressure within a collaborative team.

Qualificações

• Minimum 2 years in a client-facing role, preferably in financial services.
• Excellent communication and presentation skills.
• Ability to work under pressure in a team environment.
• Ability to liaise with all levels of the firm and diverse backgrounds.

Responsabilidades

• Consults with client through implementation of treasury product package.
• Facilitates client calls to work through implementation requests.
• Troubleshoots requests and responds to internal client team needs.

Conhecimentos

Treasury products

Client management

Communication skills

Time management

Microsoft Office

Formação académica

College degree preferred

Ferramentas

Microsoft Excel

CRM tools

Descrição da oferta de emprego

Bank of America is seeking a candidate to serve as the primary interface to Treasury clients in an in-person role in Charlotte, NC. You will lead the implementation of treasury, cash management, card, merchant, and depository services, while providing strong relationship management and technical assistance to internal partners and vendors.

The position requires 2+ years in client-facing roles, excellent communication, and the ability to handle pressure within a collaborative team.