Bank of America Treasury F&S Advisor - Lockbox Implementation in Chicago, Illinois

Job Description:

Business Specific Description:

Member of the Lockbox Implementation team that is responsible for setting up and maintaining lockbox accounts. Currently we have about 16,000 lockboxes which represents approximately 7,000 clients. Will work directly with customers to validate their receivables needs and implement lockbox products to match their requirements. Most interaction will be through phone and email so communication must be precise, timely, and professional. Clients and internal partners must be kept current on status.

Need to collaborate closely with many internal partners (Treasury, Fulfillment, Product, Servicing, Technology, Operations, Programing, CashPro Connect, etc) to complete the requests end to end.

Host and conduct sessions with the customer and/or vendors over the phone, WebEx, or in-person, attend weekly project meetings, and provide status on progress of activities and deliverables.

Clients are typically not assigned, but could be.

Work queue averages 25-35 requests simultaneously and request currently funnel through 2 different channels (ICON and GFS).

Role Overview:

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

Required Skills:

  • Lockbox or Receivables knowledge

  • Ability to handle multiple projects simultaneously , with competing deadlines and customer demands

  • Client servicing and consulting skills

  • Self-managed and self-learner

  • Perform technical analysis and problem-solving

  • Demonstrated knowledge of PC, telecommunication and internet methodologies, and Microsoft office products, (i.e. Excel, MSWord, Outlook, etc.)

  • Strong communication skills for various audiences, including Executive level.

  • Act with sense of urgency / execute flawlessly and timely

Desired Skills:

  • Project facilitation and management skills

  • Leadership attributes and experience

  • Vicor/RIDS experience preferred with complex transmission setup experience

  • Data Transmission layout and protocol knowledge (ie. BAI)

Posting Date : 05/16/2018

Location :

Chicago, IL, 540 W MADISON ST (IL4540),


  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Weekly Schedule : Monday - Friday, an 8 hr shift between 7am - 6pm CST

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