Treasury F&S Advsr-Implement Details

Treasury F&S Advsr-Implement

Bank of America - Dallas, TX

Employment Type : Full-Time

Job Description:

In this role, selected candidate will be 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 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.
Member of the Lockbox Implementation team that is responsible for setting up and maintaining lockbox accounts. Responsibilities include:

• Will work directly with customers to validate their receivables needs and implement lockbox products to match their requirements. Most interaction will be through phone and email so communication must be precise, timely, and professional.
• Clients and internal partners must be kept current on status.
• Need to collaborate closely with many internal partners (Treasury, Fulfillment, Product, Servicing, Technology, Operations, Programing, CashPro Connect, etc) to complete the requests end to end.
• Host and conduct sessions with the customer and/or vendors over the phone, WebEx, or in-person, attend weekly project meetings, and provide status on progress of activities and deliverables.
• Clients are typically not assigned, but could be.
• Work queue averages 25-35 requests simultaneously and request currently funnel through 2 different channels (ICON and GFS).

Position requirements:

• Lockbox or Receivables knowledge/experience.
• Experience in handling multiple projects simultaneously , with competing deadlines and customer demands.
• 2-3 years Client servicing and consulting skills.
• Self-managed and self-learner.
• Perform technical analysis and problem-solving.
• Demonstrated knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.).
• Strong communication skills for various audiences, including Executive level.
• Act with sense of urgency / execute flawlessly and timely.
• Project facilitation and management skills.
• Leadership attributes and experience.
• Vicor/RIDS experience preferred with complex transmission setup experience.
• Data Transmission layout and protocol knowledge (ie. BAI).

Preferred Requirements:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

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