Treasury Fulfillment Advisor
Treasury Fulfillment Advisor
Richmond, Virginia;Farmington, Connecticut
**Job Description:**
Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process.
**Key Responsibilities:**
+ Provide a consultative approach to client through implementation.
+ Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills.
+ Troubleshoot, research, and respond to internal client team requests.
+ Engage key stakeholders throughout the implementation process.
+ Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
+ Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
+ Associates conduct Client facing calls and are in frequent and direct communication with clients.
+ Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
+ Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.
**Required Qualifications:**
+ 1-2 years of work experience in the Banking/Financial industry.
+ Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
+ 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.
**Desired Qualifications:**
+ Treasury industry work experience.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notic...) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.