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Bank Of America Treasury Fulfillment Advisor 
United States, Arizona, Phoenix 
862070027

Yesterday

Job Description:

In this role you will act as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process.

Key Responsibilities:

  • Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

  • Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.

  • Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.

  • Associates conduct Client facing calls and are in frequent and direct communication with clients.

  • Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.

  • Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

Required Qualifications:

  • 1-2 years of experience in the Banking/Financial industry,

  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

  • 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:

  • Treasury experience preferred but not required.

1st shift (United States of America)