Treasury - Fulfillment Advisor

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description:

This job is responsible for acting 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.

Job Responsibilities:

• Consults with client through implementation of treasury product package

• Facilitates internal and external client calls to work through implementation requests for successful completion

• Troubleshoots research, and responds to internal client team requests for resolution

• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

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

• Knowledge of Treasury Management products

• College Degree​​​​​ Preferred

Skills:

• 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

Shift:

1st shift (United States of America)

Hours Per Week:

40