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Bank of America
Phoenix, Arizona, United States
(on-site)
Posted
10 hours ago
Bank of America
Phoenix, Arizona, United States
(on-site)
Job Function
Financial Services
Treasury Fulfillment Advisor
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Treasury Fulfillment Advisor
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Description: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 an 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.
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
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.
Job 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:
- Minimum of 2 years experience working in client facing role preferably in financial services industry
- Presentable, confident and client focused
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Knowledge of Treasury Products
- Ability to interpret bank standard legal documentation
- Advanced skills within Microsoft applications
Desired Qualifications:
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
- Strong Treasury Product and DDA/TM platform knowledge
- IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct
- College Degree Preferred
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
Job ID: 83076871
Investing in our teammates’ wellness and long-term career growth.
Bank of America has always been the bank of opportunity for our shareholders, our clients and customers, our communities and our teammates.
We’re committed to connecting our nation’s military to the training, education and resources that put them on the path to financial stability. We employ thousands of veterans and military spouses. Building on that, since 2014 we have hired more than 10,000 service members. We also finance and partner with organizatio...
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