FinJobs
RoleSuite
CompaniesRemoteAboutMethodologyContactPrivacy
Updated 2026-06-10 08:00 UTC·© 2025–2026 RoleSuite
← Back to listings

Treasury Fulfillment Advisor

Bank of America · Charlotte

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 to ensure a timely and smooth implementation process.


Job 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 Qualifications:

  • Prior Treasury-focused experience.
  • Working knowledge of Treasury Management products, services and processes.
  • Demonstrated leadership to include people development skills
  • Exceptional verbal and written communication skills.
  • Able to drive - and maintain - exceptional quantitative team performance metrics.

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
Apply →

Other roles at Bank of America

  • Credit Officer II-Commercial Real Estate Banking CreditChicago
  • Business Solutions Advisor - Houston North MarketKaty
  • Business Solutions Advisor - Inland Empire East MarketMurrieta
  • Wealth Management Client AssociateGreenwich
  • Relationship Banker - East Setauket, NY AreaEast Setauket
  • Business Solutions Advisor - Inland Empire East MarketCorona
  • Wealth Management Client AssociateDarien
  • Business Solutions Advisor - Greater Silicon Valley MarketSan Jose
  • Business Solutions Advisor - Orenco Financial CenterHillsboro
  • Wealth Management Client AssociateBloomfield Hills

More Finance roles

  • Senior Finance AssociateCrypto.com · Hong Kong, Hong Kong SAR
  • Accounts & Billing SpecialistWorkato · Alabang, Philippines
  • Liability Claims Adjuster TraineeDavies · Orlando
  • IN_Senior Associate_SAP FICO_Enterprise Apps SAP_Advisory_BangalorePwC · Bengaluru Brigade Magnum
  • AVP Macro Product controlBarclays · Pune, Gera Commerzone SEZ
  • AVP Macro Product ControlBarclays · Chennai, DLF IT Park
  • Senior Financial AnalystAdobe · Tokyo
  • KAM, Non-Merchant Commercial, Financial Services Industry, Assistant ManagerGrab · Jakarta, , Indonesia
  • Tax Intern | Tax & LegalDeloitte · Windhoek, Khomas Region, Namibia
  • Finance Business Partner | Mon to Fri 38hrs | Balcatta Support CentreSodexo · Western Australia, , Australia