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Treasury - Sr Fulfillment Specialist

Treasury - Sr Fulfillment Specialist

North Carolina StaffingCharlotte, NC, US
5 hours ago
Job type
  • Full-time
Job description

Treasury - Sr Fulfillment Specialist

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.

Responsibilities :

  • Implements standard and common Treasury product packages for clients
  • Monitors progress of implementation and end to end resolution as applicable
  • Responds to implementation requests received by email and phone, and questions from internal partners or clients
  • Conducts research using various bank systems to enable response to client questions and inquiries

Required Qualifications :

  • Experience working in client facing role, preferably in financial services industry
  • Treasury Product and DDA platform knowledge
  • Experience with large Corporate Healthcare and Technology clients
  • Presentable, confident and client focused
  • Good 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 manage own time
  • Ability to interpret bank standard legal documentation
  • Advanced skills within Microsoft applications
  • Skills :

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Adaptability
  • Analytical Thinking
  • Critical Thinking
  • Active Listening
  • Collaboration
  • Problem Solving
  • Stakeholder Management
  • Written Communications
  • 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, 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.

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    Fulfillment Specialist • Charlotte, NC, US