Bank Of America Treasury - Sr Fulfillment Specialist 

United States, Arizona, Phoenix 

717749913

Job Description:
This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.

Utilizes various bank systems to capture customer due diligence data for high revenue treasury clients during account opening/maintenance processes. Perform Quality Reviews for 30+ requests, following a strict prioritization process to ensure timelines are met. Validates required documents are provided, complete, and accurate while coordinating with business partners to obtain corrected documents, when needed. Monitors communication channels (Outlook, Skype, Teams, etc.) for workflow updates, partner inquiries, status requests, escalations, and business updates.

Job Responsibilities:

• Responsibilities include, but are not limited to:
• Partnering with internal business partners to obtain the necessary information to complete Inline Quality review.
• Completing quality reviews on high risk transactions.
• Reviewing legal documents to determine if adequate documentation has been provided to meet test and controls risk requirements.
• Working with Implementation Associate to obtain missing information preventing the quality review from moving forward.
• Utilizing various bank systems to complete quality review requests.
• Identifying and escalating process/procedure gaps to mitigate risk.
• Exercises judgment and discretion with respect to client relationships and problem resolutions
• Be a self-starter, demonstrate ownership, and become a subject matter expert.
• Leverage resources, procedures and manage desk routines to ensure tasks, timelines and responsibilities are met.
• Meet or exceed strict quality assurance standards.

Required Qualifications:

• Minimum 4 years of Customer Service experience
• Minimum 2 years of experience handling difficult situations with customers.
• Minimum 1 year of Quality Assurance Experience
• Excellent verbal and written communication skills
• Ability to multi-task and sustain high organizational skills in fast-paced environment
• Willingness to learn and adapt to change
• Ability to work independently and be a self-starter
• Ability to promote teamwork and positive attitude
• Ability to engage with client begin a conversation, build rapport, and handle objections.
• Comfortable receiving ongoing performance feedback and coaching.
• An intermediate ability in computer skills.

Desired Qualifications:

• 1+ year of Treasury experience
• 1+ year of Quality Assurance Experience
• 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