Treasury Fulfillment Advisor

Bank of America

Multiple Locations
Treasury management products knowledge
Client interaction abilities
Client advocate
This job is responsible for acting as the primary interface to Treasury clients, leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services

Job Summary

  • This job is responsible for acting as the primary interface to Treasury clients, 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 and vendors in order to ensure a timely and smooth implementation process.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

This job is responsible for acting as the primary interface to Treasury clients, leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services.

Skills & Requirements

Must-have

  • Treasury Management products knowledge
  • client interaction abilities
  • client advocate
  • independent work
  • leading project calls
  • accountability for deadlines
  • problem solving skills

Nice-to-have

  • positive attitude
  • team player
  • willingness to learn
  • adaptability
  • leading changes
  • global market understanding

Key Requirements

  • 2-3 years prior banking experience
  • project management experience
  • client interaction abilities
  • comfortable being a client advocate
  • able to work independent of direct supervision
  • comfortable leading and hosting moderate to complex project calls
  • ability to hold self, sales and operations partners accountable
  • ability to escalate appropriately
  • problem/solving/analytical and organizational skills
  • comfortable excelling in a metric and timeline driven environment
  • great interpersonal skills
  • positive attitude
  • team player
  • flexible
  • willingness to learn and adapt and lead changes as needed
  • excellent verbal and written communication skills
  • General PC, Windows, word, power point, Outlook and Excel Knowledge
  • General Understanding of the Global market
  • Minimum 1-2 years of Project Management
  • Proven track record of servicing Large Corporate or Commercial Clients
  • Lead moderate to complex Treasury implementations
  • Bilingual- Spanish, French, Dutch, German, Chinese, or Japanese
  • Experience working with Global Clients
  • College degree

Work Rights

Not specified

Tailored Resume

Cover Letter