Treasury - Global Client Coordinator

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

This role acts as the primary interface to Treasury clients, 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 and external partners 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 banking experience
  • Treasury Management products
  • project management experience
  • client interaction abilities
  • client advocate
  • independent of direct supervision
  • leading and hosting moderate to complex project calls
  • hold self, sales and operations partners accountable
  • escalate appropriately
  • client escalations
  • exceed client’s implementation timeline
  • Problem/solving/analytical and organizational skills
  • metric and timeline driven environment
  • interpersonal skills
  • Positive Attitude
  • Team Player
  • Flexible
  • Willingness to learn and adapt
  • lead changes
  • excellent verbal and written communication skills
  • General PC, Windows, word, power point, Outlook and Excel Knowledge
  • General Understanding of the Global market

Nice to have

  • Project Management
  • servicing Large Corporate or Commercial Clients
  • Lead moderate to complex Treasury implementations
  • Bilingual- Spanish, French, Dutch, German, Chinese, or Japanese
  • working with Global Clients
  • College degree

What the JD emphasized

  • prior banking experience
  • Treasury Management products
  • project management experience
  • client interaction abilities
  • client advocate
  • independent of direct supervision
  • leading and hosting moderate to complex project calls
  • hold self, sales and operations partners accountable
  • escalate appropriately
  • client escalations
  • exceed client’s implementation timeline
  • Problem/solving/analytical and organizational skills
  • metric and timeline driven environment
  • interpersonal skills
  • Positive Attitude
  • Team Player
  • Flexible
  • Willingness to learn and adapt
  • lead changes
  • excellent verbal and written communication skills
  • General PC, Windows, word, power point, Outlook and Excel Knowledge
  • General Understanding of the Global market
  • Project Management
  • servicing Large Corporate or Commercial Clients
  • Lead moderate to complex Treasury implementations
  • Bilingual- Spanish, French, Dutch, German, Chinese, or Japanese
  • working with Global Clients
  • College degree