1+ months

CashPro Specialist Sr Digital Channels Manager I

San Francisco, CA 94103
**Job Description:**

Accelerate revenue generation by providing advanced subject matter expertise in Presale, On-boarding, and Optimization phases of the client experience on CashPro solutions:

Engage both prospective and existing clients in the following manner:

o Advise clients on industry best practices, emerging trends and how C-Suite leaders can transform their Treasury function through integration, APIs and best practices

o Conduct CashPro Online engagements in order to more effectively on-board new clients and optimize the experience for existing CashPro clients.

o Streamline and improve overall client experience and advise on best practices.

o Demonstrate Online / Mobile platforms

o Provide technical expertise for various file import/export capabilities

o Educate clients on how to mitigate fraud, by sharing Security Best Practices in all engagements

Lead continuing education to clients and client teams on enhancements and product capabilities

Participate in Product planning sessions and enhancement roadmap discussions by providing voice of the client feedback. Bring unique experiences and knowledge to the discussion.

Be a SME for the respective market for product solutions, industry trends, regional expertise and competitive landscape

Work in close alignment with CashPro Implementation, Client Education and Technical Help Desk resources to provide support to triage complex or unresolved client issues.

Able to clearly communicate and influence clients and business partners and maintain strong relationships

Provides industry-leading advice and counsel to clients and teammates to drive a superior client experience

Demonstrates advanced knowledge of Bank of America operating platforms, products and capabilities

Demonstrates deep and broad Treasury acumen: Treasury Working Capital Management Product Knowledge; Treasury Operations, or Service & Fulfillment Knowledge

Maintains unwavering focus on delighting the client, demonstrates a strong sense of urgency with a dedication and passion for exceeding client expectations

Presents flawlessly with small and large groups, and is comfortable with public speaking

Manages organization and time well

Possess the specialized knowledge and skills essential to address key job challenges, solving problems and otherwise performing the technical trouble shooting of the job with a high level of competence

Proficiently identifies and manages risk from both the Firms perspective and, equally as important, the clients perspective

Is passionately curious motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve

Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value

Demonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independently

Delegates and follows up effectively

Understands bank network and effective business partnering


+ Partner with select, strategic healthcare, education and not-for-profit clients to re-engineer processes, remove adoption barriers and leverage products to optimize the revenue cycle, procure to pay, patient & student satisfaction and working capital

+ Act as a key resource available to these clients and bank partners by leading strategic transformation and change initiatives that have multi-year timelines, including integration of bank services

+ Leverage client engagements to bring awareness to potential enhancements to product capabilities

+ Provide pre-RFP positioning, and assist with creation of sophisticated, winning proposals and pitches

+ Assist sales/client positioning against other bank and non-bank competitors

+ Work with sales and implementation teams to improve speed to market for newly won opportunities

+ Facilitate Client Thought Leadership events, Client Conferences, Etc. (i.e. Payer Provider conference)

+ Provide client and market intelligence input to sales and product partners


+ Versatile executive presence

+ Very strong, professional, technical leadership and communications

+ Superior consultative and listening skills that enable a rich, productive dialogue with clients

+ Understanding of client-side systems such as Epic, Cerner, PeopleSoft, Lawson/Infor, SAP and Kyriba and ability to drive integration with bank systems through CashPro Connect, file integration and APIs

+ Deep, thorough knowledge and understanding of file transmission, working capital, Procure to Pay, and revenue cycle to differentiate BAML

+ Awareness of rapidly changing competitive market with bank and non-bank technology companies

+ Change management and Business case development

+ Strong presentation skills and comfort with public speaking internally and externally

+ Builds partnerships quickly and successfully with others outside of direct team

+ Organizational and time management skills

+ Ability to travel = 50% of the time

+ Bachelors Degree


+ Expert with CashPro Online or experience with other financial institution online banking applications

+ Experience working in or leading a treasury office, particularly in the healthcare field

+ Masters Degree in Business, Public Administration, Medicine, Not for Profit or other related field

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

**Posting Date** : 06/28/2019

**Location** :

San Diego, CA, 701 B ST (CA0816),

San Francisco, CA, 555 California St (CA5705),



- 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.


  • Banking / Finance
Posted: 2019-07-01 Expires: 2019-08-29

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 Specialist Sr Digital Channels Manager I

Bank of America
San Francisco, CA 94103

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