Job Directory Sr. Specialist Treasury Fulfillment

Sr. Specialist Treasury Fulfillment
Dallas, TX

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Job Description

Job Description:

Job Description

Role Overview: 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.

Role Overview:

First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services. Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

This team supports the Health, Education, and Not For Profit (HENFP) segment.

Required Skills:

* 2-3 years of previous Client Service experience
* 1-2 years of research and/or project experience
* Excellent communication skills both verbal and written
* Strong leadership qualities and self-motivated
* Comfortable with direct client contact and line partner interaction.
* Great interpersonal skills
* Positive Attitude and a Team Player
* Flexible with a willingness to learn and adapt to changes.
* Able to work independent of direct supervision.
* Problem/Solving and organizational skills.
* Able to interact with all levels of management within the Bank.
* General PC; Word, Excel knowledge

Desired Skills:

* Knowledge of Treasury Products/Systems preferred
* Bachelor's degree

Posting Date: 06/24/2019

Location: Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

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