Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Treasury Fulfillment Advisor

AT Bank of America
Bank of America

Treasury Fulfillment Advisor

Charlotte, NC

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Want more jobs like this?

Get jobs in Charlotte, NC delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.


Job Description:
In this position you will act as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Required Qualifications:

  • Minimum of 2 years experience working in client facing role preferably in financial services industry
  • Presentable, confident and client focused
  • Excellent communications skills and ability to present to an audience
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
  • Knowledge of Treasury Products
  • Ability to interpret bank standard legal documentation
  • Advanced skills within Microsoft applications

Desired Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
  • Excels in working among diverse viewpoints to determine the best path forward
  • Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
  • Strong Treasury Product and DDA/TM platform knowledge
  • IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct
  • Knowledge of Treasury Management products
  • College Degree Preferred

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC, USA
Job ID: BankOfAmerica-JR-25012534
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Sabbatical
  • Financial and Retirement

    • Performance Bonus
    • Company Equity
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program