Officer, Treasury Implementation Advisor - Client Fulfillment, Global Operations
Bank of America
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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
- This role as Treasury Implementation Advisor is responsible for the management and implementation of treasury and cash management solutions and products for new and existing clients covered by Japan Global Payment Solutions and Global Corporate Banking sales teams at Bank of America.
- Implementation Advisors serve a critical role as local contact point for clients during the implementation phase of client life cycle - not limited to advising on required documentation, technical specifications/requirements and supporting testing to ensure clients are able to properly use the bank’s treasury products and solutions.
- Implementation Advisors will need to liaise with different internal and external stakeholders, both locally and internationally, to deliver first class experience.
Responsibilities:
- Manage the implementation of treasury and cash management products and services for new and existing clients.
- Work with clients to create and agree on an implementation delivery timeline. Clearly communicate the project status; identify issues, resolution steps and deadlines.
- Engage key stakeholders throughout the implementation process and coordinate with internal Business Partners as necessary.
- Work with Global Payment Solutions and Corporate Banking sales teams including providing advising the Sales teams as required during the Sales process.
- Facilitate internal and external calls to work on implementation requests utilizing project management and technical skills.
- Maintain up-to-date working knowledge of the bank’s and market's products/services offerings including payment and trade capabilities, internal operational processes, and local regulatory requirements.
- Provide technical support to clients where necessary.
- Maintain the expected quality standards to ensure client’s needs are met, and continued effort is made to exceed the client’s expectations.
- Understand the risks associated with the Products and its related processes. Ensure risks are identified and minimized.
- Lead or participate in internal initiatives/projects representing the voice of the business, taking ownership, and delivering the execution of these projects.
- Demonstrate key attributes for success including ability to pay attention to detail, being a team player, take end-to-end ownership, drive results to grow the business, as well as sustaining intensity and optimism while focusing on the client.
Skills:
- At least 3-5 years of working experience in the area of Client Implementation or a similar client-facing role in the banking industry focusing on treasury and cash management solutions for Corporates and/or Financial Institutions.
- Have strong understanding of payments in Japan including electronic payments, SWIFT, Zengin, BOJNET, FXYCS, Foreign Currency and Foreign Exchange (FX).
- Project management/process coordination experience with the ability to work under pressure.
- Ability to communicate fluently in Japanese and English - both orally and written.
- Communication and interpersonal skills – ability to work with our clients and business partners and to positively influence people.
- Excellent, time management, presentation, and analytical problem-solving skills.
- Self-motivated, flexible, proactive; excellent team player and able to work independent of direct supervision.
- Ability to manage multiple requests with various levels of complexity and expected resolution periods simultaneously.
- Good understanding of Treasury and Cash Management services and products.
- General PC, Windows, Microsoft Office knowledge (Excel, Word, PowerPoint, Access).