Treasury Fulfillment Advisor

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

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 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

  • 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