Treasury Fulfillment Advisor

4 weeks ago

Charlotte, United States Bank of America Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 qualification:

3+ years' experience working in client facing role preferably in financial services industry - experience handling difficult situations with customers.

Ability to analyze and resolve customer inquiries.

Ability to provide a positive customer experience through creative solutions.

Ability to engage with customers, begin a conversation, build rapport, and handle objections.

Ability to navigate multiple computer systems while interacting with the customer.

Excellent written and verbal communication skills

Desired:

Knowledge of Treasury Management products

Shift:
1st shift (United States of America)

Hours Per Week:
40

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