1+ months

CashPro Client Champion

Washington, DC 20044
**Job Description:**



CashPro is BofAMLs flagship digital platform, supporting processing of payments globally for 35k clients and 486k users across 175 countries. Greenwich Associates ranks BofAML the second largest digital banking provider in the world. The Digital Channels organization, part of the larger Global Transaction Services division, oversees the development and execution of comprehensive strategies supporting all Treasury services accessible via CashPros multiple channels (online, mobile, file to file, and API connectivity).



As part of its CashPro Digital offering, BofAML has a Team of Specialists who work directly with clients on how they use CashPro online but also ERP/TWS connectivity and APIs. These CashPro Specialists advise clients on how to use CashPro and digitize their Treasury function.



**Job Description:**



+ Provide CashPro technical expertise supporting the post-sale training and optimization needs and pre-sale product demonstrations for a regional Business Banking and Commercial Banking client base

+ Develop customized client engagements focused on understanding the client needs and operations to discuss/present/demonstrate customized CashPro digital solutions for streamlining and efficiency gains, while ensuring users are trained to optimize portal capabilities

+ Responsible for conducting in-person and virtual (WebEx) CashPro consulting to on-board select new clients and train existing CashPro clients on how to use the applications to their full potential

+ Act as a regional/market CashPro Client Advocate with an awareness of industry developments/trends, competition and best practices

+ In close coordination with internal product management and learning partners, plan and deliver CashPro educational events for regional Treasury Sales and Relationship Teams and assist in development and delivery of external client educational events

+ Working in close alignment with CashPro Implementation, Client Education and Technical Help Desk resources, serve as a dedicated CashPro regional/market Specialist to handle complex or unresolved client issues that need customized digital solutions and are typically not representative of normal business conditions

+ Ensure digital usage is simplified and issues do not remain unresolved

+ Leverage existing communication routines with CashPro Service resources, serve as customer feedback loop liaison to Product Management and Service

+ Success metrics: Call volume, Client Events and Internal education/awareness sessions held, and Client Satisfaction Survey scores



**REQUIRED SKILLS**



+ Bachelors degree or equivalent experience

+ Proven ability to work exclusively in a customer/client driven environment

+ Proven experience providing client delight; demonstrates a strong sense of urgency with a dedication and passion for exceeding client expectations

+ Proven ability to communicate effectively across internal and external (client) audiences

+ Proven strong presentation and public speaking skills

+ Proven success in building partnerships with Business Partners

+ Impeccable organizational and time management skills

+ Excellent MS Office (Word/Excel/PowerPoint/Outlook) skills

+ Ability to travel = 50% of the time



**Posting Date** : 06/07/2019



**Location** :

Washington, DC, 1152 15TH ST NW (DC8152),

Baltimore, MD, BANK OF AMERICA, 100 S Charles St,

North Bethesda, MD, 11810 GRAND PARK AVE (MD9900),

- United States



**Travel** : Yes, 50% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-06-10 Expires: 2019-09-28

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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CashPro Client Champion

Bank of America
Washington, DC 20044

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