Treasury Implementation Specialist - Client-Facing

Bank of America; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a Treasury Implementation Specialist to be the first point of contact for Treasury clients submitting implementation requests for treasury, cash management, card, merchant and depository products.

You will manage end-to-end implementations, coordinate with Sales & Relationship Managers, Product, Compliance and Operations, and resolve client issues, ensuring a smooth onboarding experience for business clients.

Qualifications

• Minimum 2 years in a client-facing role, preferably in financial services.
• Presentable, confident and client-focused.
• Excellent communications 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.

Responsibilities

• 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.

Skills

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

Education

College Degree Preferred

Job description

Bank of America is seeking a Treasury Implementation Specialist to be the first point of contact for Treasury clients submitting implementation requests for treasury, cash management, card, merchant and depository products.

You will manage end-to-end implementations, coordinate with Sales & Relationship Managers, Product, Compliance and Operations, and resolve client issues, ensuring a smooth onboarding experience for business clients.