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Bank Of America Treasury Sr Fulfillment Specialist United States, Arizona, Phoenix 83402153
Job Description:
Job Description:
First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.
Job Responsibilities include, but are not limited to:
- Demonstrate the ability to be a self-starter, demonstrate ownership, and become a subject matter expert
- Ability to quickly locate resources and manage desk routines so tasks and responsibilities are met
- Completing inline quality assurance reviews on the implementation of treasury products, account opening, and account maintenance requests received via various workflow platforms: Onboard Assist, GFS, and GSS.
- Partner with internal business partners to obtain the necessary information to complete Inline Quality review.
- Review legal documents to determine if adequate documentation has been provided to meet regulatory, compliance, and LOB procedure guidelines
- Works with Implementation Associate to obtain missing information preventing the quality review from moving forward.
- Utilizes various bank systems to complete quality review requests.
- Identifies and escalates process/procedure gaps to mitigate risk.
- Exercises judgment and discretion with respect to client relationships and problem resolutions,
Required Qualifications:
- 1-2 years of experience in the Banking/Financial industry,
- 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.
Desired Qualifications:
- Experience in processes and systems for North America Treasury Fulfillment. (OBA, AM, GFS, GSS, etc.)
- Experience with procedure documentation and/or QA testing. Data management knowledge beneficial.
- Ability to work in a fast-paced environment to drive Quality goals with meeting aggressive delivery deadlines
- Proven leadership role or proven leadership skills
- Detail-oriented
- Excellent written and verbal communication skills
- Relationship management skills
- Proficient with Excel and PowerPoint
- Minimum 2 years of experience handling difficult situations with customers.
- Minimum 2 year of Treasury experience and/or QA experience.
Desired Skills:
- 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
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