Treasury Fulfillment Advisor

Welcome to Bank of America, where we are committed to helping our customers achieve their financial goals. We are currently seeking a driven and customer-focused individual to join our team as a Treasury Fulfillment Advisor. In this role, you will be responsible for providing top-notch service to our clients by fulfilling their treasury needs and offering personalized solutions. If you have a passion for finance, strong communication skills, and a desire to grow in a dynamic and collaborative environment, we would love to hear from you. Join us and be a part of a team that is dedicated to making a positive impact on people's lives every day.

1. Provide exceptional customer service by assisting clients with their treasury needs and offering personalized solutions.
2. Maintain a thorough understanding of Bank of America's treasury products and services to effectively assist clients.
3. Develop and maintain strong relationships with clients by being their primary point of contact for all treasury-related inquiries.
4. Proactively identify opportunities to improve and enhance clients' financial positions through cross-selling and upselling treasury products and services.
5. Collaborate with other team members and departments to ensure a seamless and efficient client experience.
6. Stay up-to-date on industry trends and developments to provide knowledgeable and relevant advice to clients.
7. Meet and exceed individual and team sales goals to contribute to the overall success of the organization.
8. Act as a brand ambassador for Bank of America, representing the company's values and commitment to customer satisfaction.
9. Maintain accurate and organized client records and documentation in accordance with company policies and procedures.
10. Continuously strive for personal and professional growth by actively seeking feedback and participating in training and development opportunities.

According to JobzMall, the average salary range for a Treasury Fulfillment Advisor in Charlotte, NC, USA is $58,000 - $85,000 per year. This salary range may vary depending on factors such as the specific company, the individual's experience and education, and other benefits offered by the employer.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.