Treasury Fulfillment Advisor
Charlotte, North Carolina
Job Description:
Job Description
Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.
Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team's entire book of clients.
Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
Associates conduct Client facing calls and are in frequent and direct communication with GCB and BB Clients.
Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
Associates develop working relationships w/Clients and can be a primary point of contact for Clients on allImplementation/Fulfillmentquestions and issues.
1-2 years of experience in the Banking/Financial industry, Treasury experience preferred but not required
Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner
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 escalate
Knowledge of Treasury Products
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
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Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Shift:
1st shift (United States of America)
Hours Per Week:
40
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