Treasury Fulfillment Advisor - Implementation Project Consultant

Bank of America Bank of America · Banking · Chicago, Farmington +4

This role is responsible for acting as the primary interface to a small portfolio of high revenue and complex Treasury clients, leading and coordinating the implementation of treasury, cash management, card, merchant, and depository products and services. It involves using sound judgment for escalated matters, driving operational excellence, and contributing to process improvement initiatives.

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, researches, and responds to internal client team requests for resolutions
  4. Leverages key stakeholders to drive process improvement and operational excellence
  5. Provides coaching to teammates relative to productivity, client satisfaction, and problem resolution

Skills

Required

  • disciplined development methodologies
  • build and maintain effective working relationships
  • ownership, initiative, and excellent follow-through
  • engaging directly with clients and business partners
  • presentation skills
  • requirements gathering and translating business needs into actionable deliverables
  • work independently with minimal supervision
  • project management practices
  • Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
  • Excellent written, verbal, and presentation communication skills
  • convert high-level concepts into detailed, actionable information

Nice to have

  • 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

What the JD emphasized

  • implementation of highly complex, treasury, cash management, card, merchant and depository products and services