Cnslt - Bus Tech Anly - Treasury Fulfillment Technical Engagement Team

Bank of America Bank of America · Banking · Charlotte, NC

This role supports Treasury Sales Officers and other client-facing teams by managing the technical aspects of onboarding new large corporate and commercial clients for complex Treasury Services products. The individual will consult with clients on payment, receipt, and reporting services, explain available options, gather requirements, and act as the client advocate to internal product teams, ensuring a smooth and excellent client experience during technically complex implementations.

What you'd actually do

  1. This position will be the primary contact for all technical aspects associated with the implementation of these services and therefore must be the client advocate into those product teams.
  2. The value this individual brings to the team and to the organization is the ability to build trust and confidence with clients and ensure the bank effectively delivers an excellent client experience during these technically complex implementations.
  3. The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.

Skills

Required

  • Treasury Payments, Receipts and Information Reporting products
  • data transmissions and connectivity such as HTTPS, FTP/SSL, SFTP, AS2, SWIFT
  • industry standard file formats such as NACHA, EDI, XML
  • analytical, problem solving and organizational skills
  • manage competing demands
  • communication skills to work with clients and internal partners to deliver clear requirements
  • interpersonal skills including mentoring, coaching, collaborating, and team building
  • Creative approach to problem-solving
  • focus on details while maintaining the “big picture” view
  • read, understand and explain a file specification and requirement documents
  • visually inspect a data file against its specification document to ensure accurate formatting

Nice to have

  • Client implementation experience with Treasury Products
  • managing technology projects at Bank of America
  • software developer, business analysis or product manager
  • 4 year degree and 5+ years experience in a similar client facing role
  • IT degree preferred or substantially equivalent experience