Treasury Fulfillment Advisor

Merrill

Charlotte, NC; Phoenix, AZ Posted about 2 months agoDiscoveredMatch locked

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. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

LOB Required Qualifications

Prior Treasury-focused experience.
Working knowledge of Treasury Management products, services and processes.
Demonstrated leadership to include people development skills
Exceptional verbal and written communication skills.
Able to drive - and maintain - exceptional quantitative team performance metrics.

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

Not included in the source posting: about the role, what you'll do, benefits.

Who can apply

The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.

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