Treasury Fulfillment Advisor
Company: Disability Solutions
Location: Phoenix
Posted on: September 28, 2024
Job Description:
Job Description:Job DescriptionResponsible 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 in
order 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 GCB and BB 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.
- 1-2 years of experience in the Banking/Financial industry,
Treasury experience preferred but not required
- 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
- Knowledge of Treasury ProductsAt 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!Shift:1st shift (United States of America)Hours
Per Week: 40
Keywords: Disability Solutions, Maricopa , Treasury Fulfillment Advisor, Accounting, Auditing , Phoenix, Arizona
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