Treasury Fulfillment Advisor - Implementation Project Consultant

About the role

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. This role acts as the primary interface to a small portfolio of high-revenue and complex Treasury clients, leading and coordinating the implementation of highly complex treasury, cash management, card, merchant, and depository products and services while leveraging subject-matter expertise.

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 resolutions.
• Leverage key stakeholders to drive process improvement and operational excellence.
• Provide coaching to teammates on productivity, client satisfaction, and problem resolution.
• Resolve complex escalations using sound judgment and decision-making.

Requirements

• Strong understanding of disciplined development methodologies, with the ability to consistently apply best practices, standards, and procedures.
• Proven ability to build and maintain effective working relationships with peers, client groups, and senior management.
• Demonstrates strong ownership, initiative, and excellent follow-through on assignments.
• Comfortable engaging directly with clients and business partners, with a track record of successful client interaction.
• Effective presentation skills, with the ability to communicate ideas clearly in group settings.
• Hands-on experience in requirements gathering and translating business needs into actionable deliverables.
• Self-motivated and able to work independently with minimal supervision.
• Solid knowledge of project management practices, with the ability to deliver projects on time and within budget.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Excellent written, verbal, and presentation communication skills.
• Ability to convert high-level concepts into detailed, actionable information tailored to diverse audiences.

Skills

• Attention to Detail
• Client Management
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Coaching
• Written Communications
• Active Listening
• Collaboration
• Influence
• Problem Solving
• Stakeholder Management

Schedule

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