Bank Of America Fulfillment Advisor 

United States, Florida, Hialeah 

938863182

Responsibilities:

• Guide Clients through onboarding and setup from start to finish
• Be main point of contact for clients during set up
• Handle process breaks by investigating root causes and driving solutions
• Manage multiple client projects, keeping deliverables and timelines on track
• Identify risk early and escalate to Leaders when needed
• Works closely with stakeholders to meet client needs

Required Qualification:

• Minimum of 2 years experience working in client facing role preferably in financial services industry.

• Mist be presentable, confident and client focused.

• Prior 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.
• Strong problem -solving, organization, and client relationship skills.
• Flexibility to work on US holidays and support clients in multiple time zones.

Desired Qualifications:

•Bilingual in Spanish & English (Fluent) HIGHLY DEISRED.

•Bilingual in Portuguese & English (Fluent) HIGHLY DEISRED.

• Knowledge of Treasury Products.

• 5+ years working with clients in the financial sector.
• Experience working with documentation such as treasury forms, signature cards, client’s legal documentation.

Other 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