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Treasury Sr Fulfillment Specialist

AT Bank of America
Bank of America

Treasury Sr Fulfillment Specialist

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 a diverse and 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.

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Job Description:

As a Sr. Fulfillment Specialist you will be the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.

Responsibilities:

  • Implements standard and common Treasury product packages for clients
  • Monitors progress of implementation and end to end resolution as applicable
  • Responds to implementation requests received by email and phone, and questions from internal partners or clients
  • Conducts research using various bank systems to enable response to client questions and inquiries

Required Skills:

  • Must have 1+ years of transactional end-to-end process work experience in the Banking/Financial industry,
  • Excellent communications skills and ability to present to an audience.
  • Strong ability to work under pressure in a team environment.
  • Must have the 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.

Desired Skills:

  • Treasury work experience.

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Adaptability
  • Analytical Thinking
  • Critical Thinking
  • Active Listening
  • Collaboration
  • Problem Solving
  • Stakeholder Management
  • Written Communications

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC, USA; Richmond, VA, USA
Job ID: BankOfAmerica-JR-25016588
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Vacation and Time Off

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

    • Performance Bonus
    • Company Equity
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program