Treasury Fulfillment & Service Advisor - Implementation
Treasury Fulfillment & Service Advisor - Implementation -Concord, CA; Charlotte, NC; Dallas, TX; - United States -Job number: 18015344 -Job Description: Key Responsibilities: -Drive strategic initiatives, leveraging a project management methodology -Key point of contact for BACI Operation (ensure routines are followed, provide guidance and support, develop communication routines) -Assists front office, business partners and sales in ensuring documentation accuracy prior to keying information into system of records for account opening, closing and maintenance of Treasury Service clients -Troubleshoot, research and respond to internal client team requests -Engage and work with the following internal partners to address client requests, account openings, treasury service implementations and internal requests (Large Corporate and Commercial Service & Fulfillment teams, Contract Management, BABC, Blocked Account Team, Overdraft Team, TSO/TSA, Credit Officer/Client Manager, KYC, BAMS, TC, IPC Treasury Services Operations Partners, Service Consultants, Service Directors) -Responsible for learning and understanding legal documentation as well as having an excellent understanding of Laws, Rules, and Regulatory requirements. to ensure risk mitigation Required skills: -2-5 years of client facingservice experience -Client service oriented and able to translate client deliverables into detailed plans -Ability to work independent of direct supervision -Organized with proven time management skills -Strong collaboration, influencing and communication skills -Ability to articulate complex and abstract ideas clearly and simply -Demonstrated experience and ability to interact with clients at all levels of the organization -Proven ability to manage multiple deals simultaneously with varied scope and complexity Desired skills: -College degree (or equivalent work experience) a plus -Client project and/or project management experience a plus -Knowledge of industry standard files -Conversion/integrationexperience with expense management systems such as Concur, SAP, Ariba, etc. Posting Date: 03/21/2018 Location: Concord, CA, BUILDING D, 2000 Clayton Rd, Charlotte, NC, Gateway Center, 901 W Trade St, 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