Treasury Fulfillment Advisor

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Job Responsibilities:

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots research, and responds to internal client team requests for resolution
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

LOB Required Qualifications:

• 2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities.
• Comfortable being a client advocate
• Able to work independent of direct supervision
• Comfortable leading and hosting moderate to complex project calls with client, sales and operation partners
• Ability to hold self, sales and operations partners accountable for meeting implementation deadline
• Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
• Problem/solving/analytical and organizational skills
• Comfortable excelling in a metric and timeline driven environment
• Great interpersonal skills. Positive Attitude. Team Player. Flexible
• Willingness to learn and adapt and lead changes as needed
• Must have excellent verbal and written communication skills
• General PC, Windows, word, power point, Outlook and Excel Knowledge
• General Understanding of the Global market.

LOB Desired Qualifications:

• Minimum 1-2 years of Project Management
• Proven track record of servicing Large Corporate or Commercial Clients
• Lead moderate to complex Treasury implementations
• Bilingual- Spanish, French, Dutch, German, Chinese, or Japanese
• Experience working with Global Clients.
• College degree

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - VA - Richmond - 8001 VILLA PARK DR - VILLA PARK OPS CENTER BLDG C (VA2100)

Pay and benefits information

Pay range

$30.25 - $45.60 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.