Bank of America

Bank of America

Posted via Workday

Treasury Fulfillment - Sr Fulfillment Specialist

Posted Sep 29, 2026

Role at a glance

Salary
Not Disclosed
Location
Charlotte, United States
Employment
Full-time
Experience
Minimum of 2 years experience working in client facing role preferably in financial services industry
Education
College Degree​ Preferred

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Role Summary

AI-generated

This role is a first point of contact for Treasury clients submitting implementation requests by email and phone. It processes moderately complex implementations and works with clients and internal partners to address implementation issues.

What You'll Do

  • Implements standard and common Treasury product packages for clients.
  • Monitors implementation progress and end-to-end resolution as applicable.
  • Responds to implementation requests received by email and phone, as well as questions from internal partners or clients.
  • Researches client questions and inquiries using bank systems.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Minimum of 2 years of experience working in a client-facing role. Required qualities include confidence, client focus, strong communication and presentation skills, ability to work under pressure and collaborate, and ability to manage time independently and escalate when appropriate. Skills listed include attention to detail, customer and client focus, oral and written communications, account management, adaptability, analytical and critical thinking, active listening, collaboration, problem solving, and stakeholder management.

Required

  • Minimum of 2 years experience working in client facing role preferably in financial services industry
  • Presentable, confident and client focused
  • 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

Preferred

  • Knowledge of Treasury Products
  • College Degree​ Preferred

Original job description

Content provided by the employer

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Required Qualifications:

  • Minimum of 2 years experience working in client facing role preferably in financial services industry

  • Presentable, confident and client focused

  • 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 Qualifications:

  • Knowledge of Treasury Products

  • College Degree​ Preferred

Skills:

  • 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - VA - Richmond - 8001 VILLA PARK DR - VILLA PARK OPS CENTER BLDG C (VA2100)

Pay and benefits information

Pay range

$25.00 - $39.56 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America

About the company

Bank of America

Large Enterprise

Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.