Treasury Fulfillment Advisor

Bank of America•Miami, FL

2d•Onsite

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! We are seeking a client-focused Implementation Advisor to join our Fulfillment team and support onboarding process and implementation of treasury services for clients across the LATAM region. This role ensures smooth implementation timely resolution of issues, and overall client satisfaction.

Requirements

Presentable, confident and client focused. 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 prioritizing based on urgency and client or business needs, proactively manage their implementation pipeline conducting timely follow ups and escalate any issues on time
Managing complex situations for prompt resolution and prevent negative client experience
Strong problem -solving, organization, and client relationship skills
Flexibility to work on holidays and support clients in multiple time zones
Must Speak Portuguese and English fluently
3 + years working with clients in the financial sector
Must have experience working with documentation such as treasury forms, signature cards, client’s legal documentation.

Nice To Haves

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

Responsibilities

Guides 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
Associate may support other activities such as, but not limited to procedure reviews and internal initiatives to drive operational excellence.