Senior Advisor - Team Lead

Bank of AmericaCharlotte, NC
4dOnsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acting as the primary point of contact for Treasury clients, day-to-day servicing of treasury, cash management, card, merchant, and depository products and services of varying complexity. Key responsibilities include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance and Operations) to resolve complex, unique client requests. LOB Job Description: The Senior Advisor Team Lead role is a non-client facing Operations role, performing a variety of functions related to CashPro & TSC. The candidate will be the single point of contact for various business partners on escalation issues, process disruptions and general inquiries. This candidate will partner with Change Management, Product, Technology, Fulfillment and Servicing Team, and Risk/Compliance to achieve better continuity on projects and standardization of processes.

Requirements

  • Project or Change manager experience, leading projects as the sole business lead or in partnership with other teammates
  • Experience with presenting to LOB leaders and financial/legal/compliance/risk partners
  • 5+ years of related experience in operations
  • Must be able to translate business plans/policies into specific goals, tactics and action plans
  • Prior process Improvement experience
  • Ability to adapt and adjust to ever changing business/technical needs and requirements
  • Ability to work independently with inquisitive mind
  • Strong and effective communication; verbal and written, including ability to present to executive level leadership
  • Ability to work a flexible schedule to accommodate the business environment; including after hours, weekends, and holiday coverage
  • Ability to collaborate across teams, including business management, technology, and risk/compliance partners
  • Possess strong networking skills with ability to drive and influence outcome
  • Muse be self-motivated and results oriented
  • Posses effective simultaneous oversight and management of multiple projects/tasks
  • Leadership and business acumen, including strong problem solving and influencing skills
  • Proven ability to performance manage and improve results
  • Strong Organizational Skills
  • Strong foresight into understanding the business's need
  • Ability to analyze and interpret data
  • Excellent interpersonal, and facilitation skills
  • Strong business and financial acumen
  • Highly Skilled specific to: Excel, PowerPoint, and Word
  • Be knowledgeable in CashPro
  • Be a leader to their peers
  • Strong work ethic
  • Reliable
  • Be able to think Strategically
  • Problem Solving
  • Time Management Skills: Analytical Thinking Problem Solving Reporting Attention to Detail Critical Thinking Prioritization Risk Management Decision Making Stakeholder Management

Responsibilities

  • Responds to client and partner requests received by email, phone, chat or workflow system
  • Performs Quality Assurance to ensure high risk processes are completed according to written procedures
  • Researches and resolves complex issues raised by clients ensuring client satisfaction
  • Drives resolution of client issues with internal, technical and product partners, ensuring processes are integrated
  • Educates clients on digital tool options, championing innovation with a client-centric mindset
  • Responsible for the day-to-day resolution of complex problems and the execution of complex transactions for multiple sites or larger business
  • Manages SME duties, including advisor escalations, outages, etc., projects and direct activities of a team related to special initiatives of an operations nature.
  • Functions as the technical expert in their assigned area.
  • Major accountabilities are based on individual expertise and capabilities.
  • Provides work direction, guidance and expertise to less experienced associates and provides training to associates and Business Partners on new and complex initiatives.
  • Builds strong relationships with Business Partners across LOBs.
  • Has in-depth understanding of the business unit's operations processes and implications on other groups within the operations function and other divisions within the company.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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