Treasury Implementation & Client Success Lead

NBMBAA; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation professional to lead and coordinate complex product implementations for Treasury clients in the United States. You will work with Sales, Compliance, and Operations to ensure a timely delivery, while maintaining strong client relationships.

The role requires coordinating across internal teams and vendors, delivering technical assistance, and driving smooth project execution in a fast-paced environment.

Qualifications

• Interface with Treasury clients to implement complex products and services.
• Coordinate and manage implementation with internal partners and vendors.
• Provide relationship management, servicing, and technical assistance.

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 professional to lead and coordinate complex product implementations for Treasury clients in the United States. You will work with Sales, Compliance, and Operations to ensure a timely delivery, while maintaining strong client relationships.

The role requires coordinating across internal teams and vendors, delivering technical assistance, and driving smooth project execution in a fast-paced environment.