Talent.com
Treasury Fulfillment Advisor
Treasury Fulfillment AdvisorPhoenix Staffing • Phoenix, AZ, US
Treasury Fulfillment Advisor

Treasury Fulfillment Advisor

Phoenix Staffing • Phoenix, AZ, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 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!

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.

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 :

  • 3-5 years prior banking experience, knowledge of Treasury Management products including ACH, Check Fraud Protection, Transmission Setups and project management experience with proven client interaction abilities.
  • Extensive experience with quality control and document review against business policy and procedures.
  • Comfortable leading and hosting moderate to complex project calls with clients, sales, and operation partners via Microsoft Teams.
  • Ability to hold self, sales, and operation partners accountable for meeting implementation deadlines.
  • Ability to escalate appropriately to resolve client escalations and to meet and exceed client's implementation timeline.
  • Proven problem / solving / analytical and organization skills
  • 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

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    serp_jobs.job_alerts.create_a_job

    Fulfillment • Phoenix, AZ, US

    Job_description.internal_linking.related_jobs
    Treasury / Cash Management Analyst

    Treasury / Cash Management Analyst

    Collabera • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Position Details : Industry - Banking and Financial Title - Treasury / Cash Management Analyst Duration - 6 months Location - Phoenix, AZ (ONSITE) Pay - $25 / hour to $30 / hour Benefits : The Company offe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Treasury Analyst II - Treasury Management

    Treasury Analyst II - Treasury Management

    Edward Jones • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Words our headquarters associates use when talking about working at Edward Jones.Words that describe wh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Outbound Investment Advisor

    Outbound Investment Advisor

    Edelman Financial Engines • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Outbound Investment Advisor (Phoenix, AZ or Remote).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar sav...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Advisor Licensing Program

    Advisor Licensing Program

    LPL Financial • Tempe, AZ, US
    serp_jobs.job_card.full_time
    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Treasury Solutions and Delivery Analyst

    Client Treasury Solutions and Delivery Analyst

    Western Alliance Bank • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Client Treasury Solutions and Delivery Analyst.As Client Treasury Solutions & Delivery Analyst, you will support the implementation of treasury management products and services for commercial clien...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Fund Treasury Analyst

    Fund Treasury Analyst

    RRA Capital • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Phoenix, AZ - RRA Capital is doing something truly unique in the commercial real estate private equity and credit spaces. Led by industry veterans with more than 115+ years of combined experience, w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Treasury Analyst

    Mortgage Treasury Analyst

    Tri Pointe Homes Holdings, Inc. • Paradise Valley, AZ, United States
    serp_jobs.job_card.full_time
    Are you passionate about making a real impact in the homebuying journey? At.Our dynamic team is driven by innovation, collaboration, and a shared commitment to excellence.We offer a comprehensive s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Base Salary + Quarterly Production Bonus + Full Benefis.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Advisor I- Global Fund Banking

    Relationship Advisor I- Global Fund Banking

    First Citizens Bank • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Together, Silicon Valley Bank and First Citizens offer you the strengt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Compliance Advisor

    Senior Compliance Advisor

    The Vanguard Group • Scottsdale, Arizona, USA
    serp_jobs.job_card.full_time
    Are you ready to elevate compliance strategy in a dynamic client-focused environment Vanguard is seeking a seasoned compliance professional to join our team as a. Digital & Analytics (D&A) a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Phoenix, AZ | Full Time Remote Forex & Currency Trader Position

    Phoenix, AZ | Full Time Remote Forex & Currency Trader Position

    Maverick Currencies • Phoenix, AZ
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Partner Tax Preparation Advisor Manager

    Partner Tax Preparation Advisor Manager

    PwC • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, dat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Investment Consultant, Advisory Services

    Wealth Management Investment Consultant, Advisory Services

    U.S. Bank • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Wealth Advisor, Schwab Wealth Advisory

    Wealth Advisor, Schwab Wealth Advisory

    Charles Schwab • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Wealth Advisor - Wealth Advisory - Phoenix

    Senior Wealth Advisor - Wealth Advisory - Phoenix

    CliftonLarsonAllen • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager, Treasury

    Manager, Treasury

    Oscar Health • Tempe, Arizona, USA
    serp_jobs.job_card.full_time
    Were hiring a Treasury Manager to join our Strategic Finance.Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Bank of America • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Advisor

    Portfolio Advisor

    Northern Trust • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative f...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted