Posted:
5/21/2025, 12:06:57 PM
Location(s):
New York, United States ⋅ New York, New York, United States ⋅ Charlotte, North Carolina, United States ⋅ North Carolina, United States ⋅ Illinois, United States ⋅ Chicago, Illinois, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
A CashPro Specialist is responsible for fostering a strong partnership with coverage teams across all LOBs, to ensure our prospects and clients optimize their digital experience across all four channels of the CashPro platform.
A Specialist drives relationship deepening, client satisfaction, and treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client engagements.
The Specialists support the complete treasury and technology journey for our clients:
1) Pre-sale support through CashPro Demos and Bid Support.
2) Post-sales suppport through CashPro Optimizations and Integration Discovery calls.
The Specialists collaborate with the CashPro Product team, by gathering and sharing VOC feedback to support CashPro's client-centric approach to product development. Specialists collaborate with Sales, Product Managers and GTMO partnesr to drive process improvement. Specialists are responsible for support continued learning and Sales readiness for the coverage teams they support.
Integration support is a key part of this role. A Specialist is engaged to scope/whiteboard new integration set ups (Connect, API, Direct Transmission) or advise on modification of an existing integration set up.
Required Skills:
Good understanding of GPS, Treasury and CashPro
Strong understanding and experience in Integration technology and trends
Proactive and motivated to drive growth
Ability to manage client engagements and special projects
BA/BS degree required
Desired Skills:
Advisory and Consultative
Client Management
Client Solutions Advisory
Learning Delivery
Customer and Client Focus
Oral Communications
Presestation Skills
Prioritization
Problem Solving
Active Listening
Change Management
Process Simplification
Written Communications
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$105,000.00 - $121,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.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