Treasury Fulfillment Advisor - Implementation Project Consultant

Job Overview

This job is responsible for acting as the primary interface to a small portfolio of high revenue and complex Treasury clients. Key responsibilities include leading, directing, influencing, and coordinating implementation of highly complex, treasury, cash management, card, merchant and depository products and services, while leveraging subject‑matter expertise.

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots, researches, and responds to internal client team requests for resolutions
• Leverages key stakeholders to drive process improvement and operational excellence
• Provides coaching to teammates relative to productivity, client satisfaction, and problem resolution
• Resolves complex escalations using sound judgment and decision making

• Strong understanding of disciplined development methodologies, with the ability to consistently apply best practices, standards, and procedures
• Proven ability to build and maintain effective working relationships with peers, client groups, and senior management
• Demonstrates strong ownership, initiative, and excellent follow-through on assignments
• Comfortable engaging directly with clients and business partners, with a track record of successful client interaction
• Effective presentation skills, with the ability to communicate ideas clearly in group settings
• Hands‑on experience in requirements gathering and translating business needs into actionable deliverables
• Self‑motivated and able to work independently with minimal supervision
• Solid knowledge of project management practices, with the ability to deliver projects on time and within budget
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
• Excellent written, verbal, and presentation communication skills
• Ability to convert high‑level concepts into detailed, actionable information tailored to diverse audiences

• Attention to Detail
• Client Management
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Coaching
• Written Communications
• Active Listening
• Collaboration
• Influence
• Problem Solving
• Stakeholder Management

1st shift (United States of America)

40

• US - CT
  - Farmington - 70 Batterson Park Rd (CT2515)
• US - IL
  - Chicago - 540 W Madison St
  - Bank Of America Plaza (IL4540)

$75,100.00 - $ annualized salary, offers to be determined based on experience, education and skill set.

Eligible to participate in the annual discretionary plan; award based on overall individual performance results and behaviors.

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.