AI Summary & Insights Summary Insights Treasury Fulfillment Advisor

• Implementation Project Consultant The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. Treasury Fulfillment Advisor
• Implementation Project Consultant The insights provided are generated by AI and may contain inaccuracies.

Please independently verify any critical information before relying on it.

Description 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 a small portfolio of high revenue and complex Treasury clients. Key responsibilities include leading, directing, influencing, and coordinating implementation of highly complex, treasury, cash management, card, merchant and depository products and services, while leveraging subject matter expertise. Job expectations include using sound judgment and discretion for decision making on escalated matters, while driving operational excellence and providing key input to process improvement initiatives.

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, researches, and responds to internal client team requests for resolutions Leverages key stakeholders to drive process improvement and operational excellence Provides coaching to teammates relative to productivity, client satisfaction, and problem resolution Resolves complex escalations using sound judgment and decision making Required Skills Strong understanding of disciplined development methodologies, with the ability to consistently apply best practices, standards, and procedures Proven ability to build and maintain effective working relationships with peers, client groups, and senior management Demonstrates strong ownership, initiative, and excellent follow-through on assignments Comfortable engaging directly with clients and business partners, with a track record of successful client interaction Effective presentation skills, with the ability to communicate ideas clearly in group settings Hands-on experience in requirements gathering and translating business needs into actionable deliverables Self-motivated and able to work independently with minimal supervision Solid knowledge of project management practices, with the ability to deliver projects on time and within budget Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) Excellent written, verbal, and presentation communication skills Ability to convert high-level concepts into detailed, actionable information tailored to diverse audiences

Skills:

Attention to

Detail Client Management Critical Thinking Customer and Client Focus Oral Communications Account Management Adaptability Analytical Thinking Coaching Written Communications Active Listening Collaboration Influence Problem Solving Stakeholder Management Shift:

1st shift (United States of America)

Hours Per Week:

40 Pay Transparency details US

• CT•Farmington•70 Batterson Park Rd (CT2515), US•IL•Chicago•540 W Madison St•Bank Of America Plaza (IL4540) Pay and benefits information Pay range $75,100.

00

• $102,200.

00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.