About The Position

This position supports Treasury Sales Officers, Implementation Advisors and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within US and Canada. The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services. This position will be the primary contact for all technical aspects associated with the implementation of these services and therefore must be the client advocate into those product teams. The value this individual brings to the team and to the organization is the ability to build trust and confidence with clients and ensure the bank effectively delivers an excellent client experience during these technically complex implementations.

Requirements

  • Strong knowledge Treasury Payments, Receipts and Information Reporting products.
  • Ability to establish and maintain a high level of customer trust and confidence.
  • Knowledge of data transmissions and connectivity such as HTTPS, FTP/SSL, SFTP, AS2, SWIFT.
  • Knowledge of industry standard file formats such as NACHA, EDI, XML.
  • Strong analytical, problem solving and organizational skills with the ability to manage competing demands.
  • Strong communication skills to work with clients and internal partners to deliver clear requirements.
  • Strong interpersonal skills including mentoring, coaching, collaborating, and team building.
  • Creative approach to problem-solving with the ability to focus on details while maintaining the “big picture” view.
  • Ability to read, understand and explain a file specification and requirement documents.
  • Ability to visually inspect a data file against its specification document to ensure accurate formatting.
  • Minimum of 5-7 years of applicable experience.

Nice To Haves

  • Client implementation experience with Treasury Products is highly desired.
  • Prior experience managing technology projects at Bank of America.
  • Prior experience as a software developer, business analysis or product manager.
  • IT degree preferred or substantially equivalent experience.

Responsibilities

  • Support Treasury Sales Officers, Implementation Advisors and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients.
  • Implement complex Treasury Services products within US and Canada.
  • Consult with clients, explain available options, and gather requirements for implementing services.
  • Serve as the primary contact for all technical aspects associated with the implementation of these services.
  • Act as the client advocate into product teams.
  • Build trust and confidence with clients.
  • Ensure the bank effectively delivers an excellent client experience during technically complex implementations.
  • Provide technical systems and software support for modification, implementation, or conversion of business systems.
  • Support the process of translating business needs into formal Business Requirements deliverables.
  • Act as liaison between business unit and software, hardware developers and vendors.
  • Participate in design, development and implementation of complex applications or systems, often using new technologies.
  • Serve as a fully seasoned, proficient technical resource.
  • Participate as an individual contributor on projects, completing activities as a part of a team related to special initiatives or operations.
  • Provide oversight and guidance to more junior business and systems analysts.

Benefits

  • Competitive benefits to support their physical, emotional, and financial well-being.
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