Implementation Advisor

at  Bank of America

SKILLS THAT WILL HELP:

• Project management qualifications (i.e. PRINCE2, PMP) would be a plus
• Prior experience gained within financial services or investment banking, with exposure to onboarding/KYC of new clients and products would be a plus.
• Experience within Cash Management or an equivalent field would be a plus.

ROLE DESCRIPTION:

The Bank of America EMEA Dedicated Large Corporate Fulfilment Team are looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash management product solutions. We work very closely with our Sales & Product partners, and our role is critical to the success of our growing Treasury business. We are the prime co-ordinators for large revenue cash management/treasury deals, delivering with the highest level of professionalism and an exemplary client experience.

RESPONSIBILITIES:

• You will manage complex client implementations end-to-end across all cash management solutions.
• You will work with clients to agree delivery times, communicate throughout the project and resolve all issues.
• You will provide a professional and tailored approach to meet the needs of all clients.
• You will manage conference calls with clients and internal stakeholders.
• You will co-ordinate all elements of relevant KYC and Legal documentation required to facilitate client onboarding.
• You will keep stakeholders updated on the progress of the onboarding and highlight any related issues or delays.
• You will connect with internal teams to manage onboarding and ensure that strict timelines are met for clients.
• You will complete relevant product & service setups within systems, logging all relevant documentation/emails within a central repository to demonstrate an audit trail.