Treasury Service Advisor jobs at Bank Of America in Ireland, Dublin

Responsibilities:

• Dynamically guide and resolve multi-layered client requests and escalations.
• Collaborate across Sales, Operations, Technical Help Desk, and Fulfilment teams.
• Employ polished verbal and written communications to constantly keep our client and sales partners informed.
• Possess a passion and urgency to serve our clients and operate as a client advocate.
• Demonstrate a passion for client success, have responsibility for issues and driving positive outcomes while escalating risks appropriately.
• Manage multiple requests simultaneously that contain a variety of complexities and resolution periods.
• Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience
• Leverage industry and product experience to deepen client relationships, mitigate risk and drive operational excellence throughout the servicing process
• Be comfortable in face to face client meetings, communicate candidly, improve processes, drive for results and have responsibility for enhancing client delight.

What we are looking for:

• Broad understanding of cash and treasury management products

• Experience as a team lead/supervisor.

• Prior experience gained within financial services or investment banking OR within a large AP/AR team

• Able to demonstrate strong experience and performance in client facing roles, preferably within a similar client servicing function

• Excellent interpersonal, communication, presentation, organization and team skills

• Knowledge of payment formatting, liquidity structures (zero balancing and sweeping), European payrolls and direct debit processes

Skills that will help:

Demonstrated experience with continuous improvement and process efficiency methodologies

Benefits of working at Bank of America: Ireland

• At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.

• We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum.

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work, TaxSaver tickets etc.

• Access to an Employee Assistance Program for confidential support and help for everyday matters.

• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.

• Ability to donate to charities of your choice and the bank will match your contribution.

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Role Description:

This job is responsible for managing complex to high-risk cross-functional and/or inter-departmental programs or projects for Line of Business products, processes, functions, and employee readiness. Key responsibilities include partnering with the business to develop a plan to sustain change, evaluate current methods, and drive strategies to implement changes/improvements. Job expectations include serving as the primary point of contact to department managers for critical change initiatives, using tools to document program performance, and influencing stakeholders to make strategic changes.

Responsibilities:

• Works with Corporate Treasury global partners, front to back, to define a strategic transformation plan for making our processes cleaner, simpler, and better.

• Defines responsibilities and accountabilities for key project roles and oversees the execution of defined programs and/or project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators

• Leads the adoption and sustainment of change initiatives and assesses adoption risks

• Leads remediation requirements documentation efforts based on identified gaps and controls needed for sustained performance

• Leads and plans programs and projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion

• Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders

What we are looking for:

• Previous experience in running Treasury projects that include Global Markets Products
• Excellent team building and presentation skills
• Previous project management experience
• Powerpoint, Excel, and strong presentation skills
• Process flow documentation skills
• Excellent Problem-Solving skills

Skills that will help:

• Policies, Procedures, and Guidelines Management
• Process Design
• Process Mapping
• Critical Thinking

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.

• Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Role Description:

This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.

Responsibilities:

•Works with Corporate Treasury global partners, front to back, to define a strategic transformation plan for making our processes cleaner, simpler, and better.

• Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders

• Partners closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives

• Supports the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators

• Analyzes, evaluates, and overcomes program risks and produces program reports for managers and stakeholders

• Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives

• Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution

• Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations

• Program Management

• Project Management

• Strategy Planning and Development

• Reporting

• Process Design

• Issue Management

• Oral Communications

• Presentation Skills

• Prioritization

• Problem Solving

• Risk Management

• Performance Management

• Workforce Planning

• Process Performance Management

• Process Simplification

Skills that will help:

• Previous project management experience

• Powerpoint, Excel, and strong presentation skills

• Process flow documentation skills

• Previous Corporate Treasury or Global Markets experience

•Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

• 20 days of back-up childcare and 20 days of back-up adult care per annum

• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.

• Access to an Employee Assistance Program for confidential support and help for everyday matters

• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan

• Ability to donate to charities of your choice and the bank will match your contribution

• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.

• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Treasury Sales Officer, Global Commercial Banking

Global Payments Solutions Group

Do you want to be part of our award-winning team? We are proud to:

• Be a leading provider of treasury and cash management solutions
• Deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500
• Be at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions
• Provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services

We want to hear from you if you are:

• A highly-motivated individual
• Has a client-centric focus who can advocate on their behalf
• Can challenge the status quo
• Collaborate with peers as well as having the ability to influence the conversation with diverse points of view
• Innovative with forward-thinking ideas

Responsibilities

The Treasury Sales Officer (TSO) is responsible for pursuing treasury revenue streams and product penetration across an assigned portfolio with a mix of existing and prospect clients. The TSO works closely with Corporate Banking, Global Payment Solutions colleagues as well as key Product Management partners (including cash management, FX, card, trade and liquidity) to identify solutions that best suit our client’s needs. You will have daily face-to-face or phone interactions with their existing clients and prospects.

Role activities and responsibilities may include:

• Primary relationship and GPS sales responsibility for a portfolio of existing and prospect clients headquartered the US, alongside European subsidiaries
• Develop existing client relationships to advance business opportunities and close deals
• Understand client objectives for transaction banking and other cash and treasury related services, effectively match bank resources and capabilities against client requirements to develop business opportunities deliver incremental revenue
• Ensure complete alignment in client selection and growth strategies with Corporate Banking colleagues
• Design, write and present proposals/cash management solutions to existing and prospect clients
• Delivery of revenue and new business pipeline in accordance with defined and agreed goals
• Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines
• Provide client and market feedback to management and business partners, including for product development and enhancement
• Act as a liaison with Corporate Banking, Investment Banking, Credit and Risk, Compliance, Product Management, Client Delivery & Service, Implementation and Operations

What we are looking for

• Required familiarity of Ireland financial landscape, GPS knowledge and European international treasury management experience and product knowledge
• Successful history of direct treasury management experience, treasury management sales (including but not limited to, cash management, liquidity strategies, commercial cards, foreign exchange, working capital and trade)
• Demonstrates the ability to foster partnerships within the core team and build rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Engage all internal partners for sales opportunities
• Effectively manages risk while balancing the needs of the client, the team and the bank

Ireland

• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back-up childcare and 20 days of back-up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.
• Access to an Employee Assistance Program for confidential support and help for everyday matters
• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan
• Ability to donate to charities of your choice and the bank will match your contribution
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of Ireland’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.