Treasury Fulfillment Advisor
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace ensures every teammate has the opportunity to succeed, build a career, and contribute to our shared success. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.
About the role
This role acts as the primary interface to Treasury clients, leading and coordinating the implementation of highly complex treasury, cash management, card, merchant, and depository products and services. You will provide relationship management, servicing, and technical assistance to internal business partners (e.g., Sales & Relationship Managers, Product Managers, Compliance, and Operations) and vendors to ensure a timely and smooth implementation process.
Responsibilities
- Consult with clients through the implementation of treasury product packages.
- Facilitate internal and external client calls to work through implementation requests for successful completion.
- Troubleshoot, research, and respond to internal client team requests for resolution.
- Engage key stakeholders for awareness throughout the implementation process, owning resolution for the client line of business (LOB).
Requirements
- Prior Treasury-focused experience.
- Working knowledge of Treasury Management products, services, and processes.
- Demonstrated leadership, including people development skills.
- Exceptional verbal and written communication skills.
- Able to drive and maintain exceptional quantitative team performance metrics.
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
Schedule
1st shift (United States of America), 40 hours per week.