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Treasury Fulfillment Advisor
Treasury Fulfillment AdvisorPhoenix Staffing • Phoenix, AZ, US
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Treasury Fulfillment Advisor

Treasury Fulfillment Advisor

Phoenix Staffing • Phoenix, AZ, US
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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.

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    Fulfillment • Phoenix, AZ, US

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