Treasury - Fulfillment Advisor
Bank of America•Fort Worth, TX
•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
- 6 - 12+ month of experience in the Banking/Financial industry.
- Prior Treasury experience or working knowledge.
- 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.
Nice To Haves
- Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
- Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
- Associates conduct Client facing calls and are in frequent and direct communication with clients.
- Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
- Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.
- Presentable, confident and client focused.
- Client facing experience or ability to conduct discussions with Clients in a confident manner.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
