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!

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.

Responsibilities:

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots research, and responds to internal client team requests for resolution
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Required Qualifications:

• 3-5 years prior banking experience, knowledge of Treasury Management products including ACH, Check Fraud Protection, Transmission Setups and project management experience with proven client interaction abilities.
• Extensive experience with quality control and document review against business policy and procedures.
• Comfortable leading and hosting moderate to complex project calls with clients, sales, and operation partners via Microsoft Teams.
• Ability to hold self, sales, and operation partners accountable for meeting implementation deadlines
• Ability to escalate appropriately to resolve client escalations and to meet and exceed client's implementation timeline
• Proven problem/solving/analytical and organization skills

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

Client-provided location(s): Phoenix, AZ

Job ID: Merrill-JR-25047156

Employment Type: FULL_TIME

Posted: 2025-12-03T19:00:12