Treasury Fulfillment Advisor - Implementation Project Consultant
About the role
This position acts as the primary interface to a small portfolio of high-revenue and complex Treasury clients. You will lead, direct, influence, and coordinate the implementation of highly complex treasury, cash management, card, merchant, and depository products and services while leveraging subject-matter expertise. The role requires sound judgment and discretion for decision-making on escalated matters, driving operational excellence, and contributing to process improvement initiatives.
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.
Benefits
Bank of America provides affordable, competitive, and flexible benefits to support teammates’ physical, emotional, and financial wellness. We foster an inclusive workplace where every teammate has opportunities to succeed, build a career, and contribute to our shared success. This includes recognizing and rewarding performance, as well as supporting career development and growth.