Treasury Implementation Specialist — Client-Facing

Bank of America

Jacksonville (FL)

Sur place

USD 34 000 - 54 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Industry-leading benefits

Résumé du poste

Bank of America is seeking a Treasury Implementation Associate to serve as the first point of contact for client requests related to treasury, cash management, card, merchant and depository product implementations. You will handle end-to-end processing and coordinate with Sales, Relationship Managers, Product, Compliance and Operations to resolve issues.

The role requires strong communication, the ability to work under pressure, and a client-focused mindset in a team environment.

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.

Responsabilités

  • 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

Connaissances

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

Formation

College Degree Preferred

Description du poste

Bank of America is seeking a Treasury Implementation Associate to serve as the first point of contact for client requests related to treasury, cash management, card, merchant and depository product implementations. You will handle end-to-end processing and coordinate with Sales, Relationship Managers, Product, Compliance and Operations to resolve issues.

The role requires strong communication, the ability to work under pressure, and a client-focused mindset in a team environment.

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