Cnslt - Bus Tech Anly - Treasury Fulfillment Technical Engagement Team

Today Charlotte, NC

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.

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!

Treasury Technical Engagement Team. This position supports Treasury Sales Officers, Implementation Advisors and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within US and Canada. The individual must obtain a broad and in-depth knowledge of the various functions to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services. This position will be the primary contact for all technical aspects associated with the implementation of selected services and therefore must be the client advocate with product teams. The value this individual brings to the team and to the organization is the ability to build trust and confidence with clients and ensure the bank effectively delivers an excellent client experience during these technically complex implementations.

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This Treasury Technical Consultant position supports Treasury Sales Officers, Implementation Advisors and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within US and Canada. The individual must have a broad and in-depth knowledge of the various payments, receipts and reporting services as well as data transmission protocols in order to adequately consult with clients, explain the options available to them and gather their requirements for implementing those services.

Responsibilities

  • Acts as liaison between the client, vendor, and business partners.
  • Works closely with clients and business partners to gather and document requirements.
  • Applies business analysis and project management functions.
  • Provides technical knowledge to support end to end design requirements.
  • Utilizes a project plan throughout the implementation.
  • Facilitates weekly meetings, provides minutes, tracks follow up items, and next steps.
  • Builds UAT Sandbox and coordinates testing between client and vendor.
  • Works collaboratively with other departments impacting projects.
  • Manages each project from User Acceptance Testing through to Move to Production.
  • Identifies and escalates risks and issues if necessary.
  • Engages in demos and technical support to internal teams and clients.
  • Works under minimal supervision on high complexity client requests.

Required Qualifications & Skills:

  • 2+ years' experience managing third-party vendor throughout the project lifecycle including onboarding, integration and performance monitoring.
  • 1+ year experience in end-to-end project management from project initiation through closure.
  • Experience in facilitating joint meetings with vendors and clients to track status, troubleshoot issues and ensure accountability.
  • Strong analytical, problem solving, organizational, and time management skills.
  • Ability to manage competing demands.
  • Proficient in developing and maintaining project plans, timelines, and weekly status updates to external and internal stakeholders.
  • Ability to manage documentation version control and change tracking accuracy.
  • The ability to read, understand and explain a file specification and requirement documents.
  • Experienced Business Analyst with strong organizational skills and desk routines.
  • Attention to detail.
  • Ability to work on complex technical client implementations.
  • Solid writing skills with experience in creating required project documentation- Project Plan and BRD.
  • Comfortable providing client demos and navigating multiple projects simultaneously.
  • Able to work across multiple lines of business and with diverse teams.
  • Highly motivated, team player, able to work efficiently on project deadlines in high pace environment.

Desired Qualifications & Skills:

  • 5-7 years of project management experience, preferably in a client-facing or technology driven environment.
  • Web Implementation experience - Single Sign On, API, IVR, CSV, Fixed Width files, and User Acceptance testing.
  • Client implementation experience with Treasury Products is highly desired (ACH and Merchant Services).
  • Proficient in project management tools such as MS Project, Jira, and Excel.
  • Prior experience working on projects within financial services, banking or fintech environment.
  • Experience or Exposure to QA during testing and deployment of project.
  • Ability to manage multiple priorities and projects simultaneously.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC
Job ID: BankOfAmerica-JR-25047985
Employment Type: FULL_TIME
Posted: 2025-12-19T18:55:40

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Assistance Program
    • Adoption Leave
    • Family Support Resources
  • Work Flexibility

    • Office Life and Perks

      • Vacation and Time Off

        • Leave of Absence
        • Personal/Sick Days
        • Paid Holidays
        • Paid Vacation
        • Sabbatical
        • Volunteer Time Off
      • Financial and Retirement

        • 401(K) With Company Matching
        • 401(K)
        • Financial Counseling
      • Professional Development

        • Tuition Reimbursement
        • Internship Program
        • Associate or Rotational Training Program
        • Mentor Program
        • Access to Online Courses
      • Diversity and Inclusion