Fulfillment Advisor - Treasury

Posted:
9/25/2024, 12:36:30 PM

Location(s):
Chicago, Illinois, United States ⋅ Illinois, United States

Experience Level(s):
Junior

Field(s):
Sales & Account Management

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us!

Job Summary:

Responsible for acting as the primary interface to med/high revenue clients.  Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process.

Line of Business:

Global Treasury Fulfillment, Service and Operations supporting large corporate, commercial, and business banking clients.  Merchant Operations providing merchant servicing including hardware deployment, settlement accounting, operations, training and technical support for small businesses


Job Description:

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.

Required Skills & Abilities:

  • 2 or more years of banking/financial industry experience

  • Self-starter and independent worker, ability to work with minimum supervision.

  • Must have excellent written communication skills with demonstrated client focus.

  • Superior follow through and initiative.

  • Highly organized, adapt at time management, and problem/solving/analytical. Advanced skills within Microsoft applications.

  • Must be client focused, a team player, with effective communication skills and professionalism through use of proper phone etiquette.

  • Ability to exercise good judgement and sound-decision making skills a must.

  • Must foster teamwork by helping to create and maintain strong morale: cooperate with team members to resolve problems and achieve goals.

  • Ability to work in fast- paced, team environment. 

  • Microsoft Office, Excel proficiency. 

Desired Skills & Abilities:

  • Treasury Products & Solutions
  • 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

Skills:

  • Attention to Detail

  • Client Management

  • Customer and Client Focus

  • Oral Communications

  • Account Management

  • Adaptability

  • Analytical Thinking

  • Critical Thinking

  • Written Communications

  • Active Listening

  • Collaboration

  • Problem Solving

  • Stakeholder Management

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40

    Bank of America

    Website: https://bankofamerica.com/

    Headquarter Location: Charlotte, North Carolina, United States

    Employee Count: 10001+

    Year Founded: 2007

    Last Funding Type: Seed

    Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech