Consultant - Bus Tech Integration - Treasury Fulfillment Technical Engagement Team

About the Role

This position supports Treasury Sales Officers, Implementation Advisors, and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within the US and Canada. The individual must have a broad and in-depth knowledge of various payments, receipts, reporting services, and data transmission protocols to consult with clients, explain available options, and gather requirements for implementing those services.

This role serves as the primary contact for all technical aspects associated with the implementation of these services and must act as the client advocate to the product teams. The value this individual brings is the ability to build trust and confidence with clients, ensuring the bank delivers an excellent client experience during technically complex implementations.

Responsibilities

• Consult with clients to explain Treasury Services product options and gather implementation requirements.
• Serve as the primary technical contact for clients during the implementation of complex Treasury Services products.
• Advocate for clients within internal product teams to ensure successful delivery of services.
• Analyze and interpret file specifications and requirement documents.
• Visually inspect data files against specification documents to ensure accurate formatting.
• Manage competing demands and deliver clear requirements to both clients and internal partners.
• Mentor, coach, and collaborate with team members to foster a supportive work environment.

Requirements

• Strong knowledge of Treasury Payments, Receipts, and Information Reporting products.
• Ability to establish and maintain a high level of customer trust and confidence.
• Knowledge of data transmissions and connectivity such as HTTPS, FTP/SSL, SFTP, AS2, and SWIFT.
• Familiarity with industry-standard file formats such as NACHA, EDI, and XML.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage competing demands and prioritize effectively.
• Excellent communication skills for working with clients and internal partners.
• Strong interpersonal skills, including mentoring, coaching, collaborating, and team building.
• Creative approach to problem-solving with attention to detail while maintaining a big-picture view.
• Ability to read, understand, and explain file specifications and requirement documents.

Qualifications

• 4-year degree.
• 5+ years of experience in a similar client-facing role.

Desired Skills

• Client implementation experience with Treasury Products.
• Prior experience managing technology projects at Bank of America.
• Prior experience as a software developer, business analyst, or product manager.

Schedule

1st shift (United States of America), 40 hours per week.