Resume and JobRESUME AND JOB
Bank of America logo

Treasury - Fulfillment Advisor

Bank of America

Treasury - Fulfillment Advisor

Bank of America logo

Bank of America

full-time

Posted: November 16, 2025

Number of Vacancies: 1

Job Description

Treasury - Fulfillment Advisor

Job ID: 25044909 • LOB: Global Operations

Location: Charlotte, North Carolina


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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.


Responsibilities:

  • Consults with client through implementation of treasury product package
  • Facilitates internal and external client calls to work through implementation requests for successful completion
  • Troubleshoots research, and responds to internal client team requests for resolution
  • Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Required Skills & Abilities:

  • 6 - 12+ month of experience in the Banking/Financial industry,
  • Excellent communications skills and ability to present to an audience.
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills & Abilities:

  • Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
  • Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
  • Associates conduct Client facing calls and are in frequent and direct communication with clients.
  • Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
  • Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.
  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

Skills:

  • Attention to Detail
  • Client Management
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Adaptability
  • Analytical Thinking
  • Critical Thinking
  • Written Communications
  • Active Listening
  • Collaboration
  • Problem Solving
  • Stakeholder Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Source: Bank of America Careers

Locations

  • Charlotte, North Carolina, United States

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 160,000 USD / yearly

Source: fallback

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Attention to Detailintermediate
  • Client Managementadvanced
  • Customer and Client Focusadvanced
  • Oral Communicationsadvanced
  • Account Managementintermediate
  • Adaptabilityintermediate
  • Analytical Thinkingintermediate
  • Critical Thinkingintermediate
  • Written Communicationsintermediate
  • Active Listeningintermediate
  • Collaborationadvanced
  • Problem Solvingadvanced
  • Stakeholder Managementadvanced
  • Banking/Financial Industry Experienceintermediate

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Tags & Categories

Bank of AmericaFinanceGlobal OperationsCredit & Lending; Customer ServiceUnited StatesFinanceGlobal OperationsCredit & Lending; Customer Service

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Bank of America logo

Treasury - Fulfillment Advisor

Bank of America

Treasury - Fulfillment Advisor

Bank of America logo

Bank of America

full-time

Posted: November 16, 2025

Number of Vacancies: 1

Job Description

Treasury - Fulfillment Advisor

Job ID: 25044909 • LOB: Global Operations

Location: Charlotte, North Carolina


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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Job Description:
This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.


Responsibilities:

  • Consults with client through implementation of treasury product package
  • Facilitates internal and external client calls to work through implementation requests for successful completion
  • Troubleshoots research, and responds to internal client team requests for resolution
  • Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Required Skills & Abilities:

  • 6 - 12+ month of experience in the Banking/Financial industry,
  • Excellent communications skills and ability to present to an audience.
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Desired Skills & Abilities:

  • Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
  • Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
  • Associates conduct Client facing calls and are in frequent and direct communication with clients.
  • Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
  • Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.
  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

Skills:

  • Attention to Detail
  • Client Management
  • Customer and Client Focus
  • Oral Communications
  • Account Management
  • Adaptability
  • Analytical Thinking
  • Critical Thinking
  • Written Communications
  • Active Listening
  • Collaboration
  • Problem Solving
  • Stakeholder Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Source: Bank of America Careers

Locations

  • Charlotte, North Carolina, United States

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 160,000 USD / yearly

Source: fallback

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Attention to Detailintermediate
  • Client Managementadvanced
  • Customer and Client Focusadvanced
  • Oral Communicationsadvanced
  • Account Managementintermediate
  • Adaptabilityintermediate
  • Analytical Thinkingintermediate
  • Critical Thinkingintermediate
  • Written Communicationsintermediate
  • Active Listeningintermediate
  • Collaborationadvanced
  • Problem Solvingadvanced
  • Stakeholder Managementadvanced
  • Banking/Financial Industry Experienceintermediate

Target Your Resume for "Treasury - Fulfillment Advisor" , Bank of America

Get personalized recommendations to optimize your resume specifically for Treasury - Fulfillment Advisor. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Treasury - Fulfillment Advisor" , Bank of America

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Bank of AmericaFinanceGlobal OperationsCredit & Lending; Customer ServiceUnited StatesFinanceGlobal OperationsCredit & Lending; Customer Service

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No related jobs found at the moment.