Treasury Implementation & Client Success Advisor

Bank of America; St. Louis (MO); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation Specialist to act as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant and depository products. Responsibilities include relationship management, servicing and technical assistance to internal partners and vendors to ensure a timely and smooth onboarding process.

You will lead calls, resolve issues, and drive stakeholder alignment throughout the project

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.

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

Bank of America is seeking a Treasury Implementation Specialist to act as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant and depository products. Responsibilities include relationship management, servicing and technical assistance to internal partners and vendors to ensure a timely and smooth onboarding process.

You will lead calls, resolve issues, and drive stakeholder alignment throughout the project