Treasury Fulfillment Advisor

Bank of America Bank of America · Banking · Charlotte, NC +2

This role acts as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant, and depository products and services. It involves relationship management, servicing, and providing technical assistance to internal business partners and vendors to ensure a smooth implementation process.

What you'd actually do

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

Skills

Required

  • Prior Treasury-focused experience
  • Working knowledge of Treasury Management products, services and processes
  • Demonstrated leadership to include people development skills
  • Exceptional verbal and written communication skills
  • Able to drive - and maintain - exceptional quantitative team performance metrics

Nice to have

  • 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