Treasury - Global Client Coordinator

Bank of AmericaCharlotte, NC
Onsite

About The Position

This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Requirements

  • 2-3 years prior banking experience, knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities.
  • Comfortable being a client advocate
  • Able to work independent of direct supervision
  • Comfortable leading and hosting moderate to complex project calls with client, sales and operation partners
  • Ability to hold self, sales and operations partners accountable for meeting implementation deadline
  • Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
  • Problem/solving/analytical and organizational skills
  • Comfortable excelling in a metric and timeline driven environment
  • Great interpersonal skills.
  • Positive Attitude.
  • Team Player.
  • Flexible
  • Willingness to learn and adapt and lead changes as needed
  • Must have excellent verbal and written communication skills
  • General PC, Windows, word, power point, Outlook and Excel Knowledge
  • General Understanding of the Global market.

Nice To Haves

  • Minimum 1-2 years of Project Management
  • Proven track record of servicing Large Corporate or Commercial Clients
  • Lead moderate to complex Treasury implementations
  • Bilingual- Spanish, French, Dutch, German, Chinese, or Japanese
  • Experience working with Global Clients.
  • College degree

Responsibilities

  • Consults with client through implementation of treasury product package
  • Facilitates internal and external client calls to work through implementation requests for successful completion
  • Troubleshoots research, and responds to internal client team requests for resolution
  • Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Benefits

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