Treasury Implementation & Client Success Lead

Bank of America; Charlotte (AR); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Treasury Client Interface specialist who acts as the primary interface to Treasury clients, coordinating the implementation of treasury, cash management, card, merchant and depository products and services.

You will provide relationship management, servicing and technical assistance to internal partners and vendors to ensure a timely, smooth onboarding, with strong collaboration across Sales, Product, Compliance and Operations.

Qualifications

• Prior Treasury-focused experience is required.
• Strong relationship management and client onboarding skills.
• Excellent verbal and written communication.
• Able to drive and maintain performance metrics.

Responsibilities

• Lead, direct and coordinate treasury product implementations.
• Facilitate client calls to address onboarding requests.
• Troubleshoot requests and coordinate stakeholders.
• Ensure timely onboarding and client satisfaction.

Skills

Treasury experience

Relationship management

Client onboarding

Communication

Leadership

Data-driven metrics

Job description

Bank of America is seeking a Treasury Client Interface specialist who acts as the primary interface to Treasury clients, coordinating the implementation of treasury, cash management, card, merchant and depository products and services.

You will provide relationship management, servicing and technical assistance to internal partners and vendors to ensure a timely, smooth onboarding, with strong collaboration across Sales, Product, Compliance and Operations.