Treasury Fulfillment Advisor
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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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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 Qualifications:
- Minimum of 1 year experience working in Commercial Real Estate Banking (CREB)
- Knowledge of Treasury Products
- 2 years experience working in client facing role preferably in financial services industry
- Presentable, confident and client focused
- 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 know when to escalate
- Knowledge of Treasury Products
- Ability to interpret bank standard legal documentation
- Advanced skills within Microsoft applications
Desired Qualifications:
- 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
- Strong Treasury Product and DDA/TM platform knowledge
- IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct
- Knowledge of Treasury Management products
- College Degree Preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion