Treasury Sr Fulfillment Specialist
Company : Disability Solutions
Location : Charlotte, NC, 28245
Posted Date : 28 October 2025
Job Type : Other
Category : Banking & Finance
Occupation : Treasury
Job Details
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 being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.
Responsibilities:
1st shift (United States of America)
Hours Per Week:
40
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 being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues.
Responsibilities:
- Implements standard and common Treasury product packages for clients
- Monitors progress of implementation and end to end resolution as applicable
- Responds to implementation requests received by email and phone, and questions from internal partners or clients
- Conducts research using various bank systems to enable response to client questions and inquiries
- Minimum of 2-3 years of prior banking experience, including at least 1 year working with Treasury products and/or global clients
- Strong knowledge of Treasury products with a proven track record of successful client relationship management
- Ability to work independently with minimal supervision
- Quick learner with the ability to multitask and thrive in a fast-paced environment
- Comfortable interacting directly with clients and internal partners
- Strong problem-solving, analytical, and organizational skills
- Excellent interpersonal skills, a positive attitude, and a collaborative team mindset
- Flexible, adaptable, and open to learning and change
- Exceptional verbal and written communication skills
- Proficient in Microsoft Office and other standard business software
- Experience with OBA/GFS, CashPro and/or SWIFT systems
- Bilingual or multilingual candidates are strongly desired
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Account Management
- Adaptability
- Analytical Thinking
- Critical Thinking
- Active Listening
- Collaboration
- Problem Solving
- Stakeholder Management
- Written Communications
1st shift (United States of America)
Hours Per Week:
40
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