Description

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 role is responsible for being the first point of client contact for trade and supply chain finance product onboarding and maintenance solutions. These individuals are responsible for handling end to end customer implementations under the Setup Trade Clients process and ensuring engagement of internal business partners (e.g. Sales & Relationship Mangers, Product Managers, Compliance, Technology and Operations) as appropriate. This position includes aspects of trade finance client onboarding, technical implementation and testing, and customized client solutions. The candidate should be an experienced professional and mid-level contributor able to work with senior leaders and quickly adapt to changes in process, requirements, and product offerings.

Responsibilities:

• Implements standard/common trade and supply chain finance product requests for clients.
• Monitors progress of implementation and/or end-to-end resolution as applicable.
• Responds to implementation requests received through workflow systems, email, and questions from internal partners or clients.
• Conducts research using various bank systems to enable response to client questions and inquiries.
• Responsible for acting as the primary interface with the client to establish all connectivity between organizations.
• Organizes all internal and external activities to ensure a timely and smooth client implementation process related to trade finance products, services, and technology solutions.
• Manage dedicated service mailbox.
• Prioritize client requests, track, and implement eligible items.
• Perform CashPro Trade client setups, establish data transmission connectivity, and support file testing activities.
• Supports internal project requests related to the broader onboarding and implementation process.
• Facilitates client CashPro Trade client training for complex product requests.

Skills:

• Excellent client communication skills (written and verbal).
• Ability to management timelines, display sound judgment, and identify points for escalation using active listening.
• Collaborative, experienced in working with business partners to achieve goals and successfully complete projects and initiatives.
• Good organizational and time management skills.
• Critical thinking & problem-solving skills.
• Ability to coordinate with multiple stakeholders and conflicting priorities.
• Experience with Microsoft Excel, Outlook, PowerPoint, Word.
• Attention to Detail.
• Customer and Client Focus.
• Adaptability.
• Analytical Thinking.
• Active Listening.
• Stakeholder Management.

Desired Qualifications:

• Background in Trade & Supply Chain Finance.
• Trade end to end process and trade products.
• Project management experience.
• Typically individual will have 2 to 4 years Trade experience.