Treasury F&S Adviser (Card Implementation): Charlotte, NC at Bank of America

Posted in Customer Service 13 days ago.

Type: Full time
Location: Charlotte, North Carolina

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.

Additional 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

Required skills:
  • 2-5 years of client facing service 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
  • Visa/MasterCard processing knowledge a plus
  • Knowledge of industry standard files, -conversion/integration experience with expense management systems such as Concur, SAP, Ariba, etc

1st shift (United States of America)

Hours Per Week:

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