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Treasury Fulfillment Advisor

AT Bank of America
Bank of America

Treasury Fulfillment Advisor

Phoenix, AZ

Job Description:

In this role you will act as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process.

Key Responsibilities:

  • Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.
  • Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team's entire book of clients.
  • Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
  • Associates conduct Client facing calls and are in frequent and direct communication with clients.
  • Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
  • Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

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Required Qualifications:

  • 1-2 years of experience in the Banking/Financial industry,
  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
  • 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.

Desired Qualifications:

  • Treasury experience preferred but not required.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Phoenix, AZ, USA
Job ID: BankOfAmerica-JR-24049040
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