Senior CashPro Specialist
Bank of America - New York City, NY
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Job Description:CashPro® is Bank of America''s fully integrated multichannel experience that helps companies improve control, visibility, processing and scale. CashPro® delivers this experience through multiple channels: CashPro® Online, the CashPro® App, CashPro® API and CashPro® tegral to the CashPro® platform is a team of CashPro® Solutions Specialists who work directly with clients to enhance and optimize their use of CashPro® and help clients automate their financial processes by integrating their banking data into their back-office systems. Job Description:• Provide support in business development efforts by assisting with RFI/RFP responses and sales presentations • Conduct client engagements in order to help them effectively on-board and optimize their CashPro® experience • Accelerate revenue generation by providing advanced subject matter expertise in the sales, on-boarding, and optimization phases of the client experience • Provide advice and guidance on best practices and trends in helping clients transform and automate their treasury and financial functions by integrating their banking data into their ERP/TMS systems using CashPro® connectivity capabilities• Collaborate with internal teams such as sales, product management, operations, service implementation and technology in order to develop and deliver client solutions and enhance client satisfaction • Support internal initiatives that impact client connectivity solutions in support of business development goals and risk mitigation activities• Participate in product planning sessions and enhancement roadmap discussions by providing voice-of-the-client feedback. Bring unique experiences and knowledge to the discussion.• Provide technical expertise for various CashPro® file transfer and import/export capabilities as well as API solutions• Educate clients on how to mitigate fraud, by sharing security best practices and educating them on fraud prevention controls available in CashPro®• Lead continuing education sessions for clients and sales teams on CashPro® solutions and new or enhanced product capabilitiesRequired Skills:• Bachelor''s degree• Minimum of 10 years of experience in treasury services with an emphasis in technology or complex onboarding • Able to clearly communicate and influence clients and business partners and maintain strong relationships• Ability to provide industry-leading advice and counsel to clients and teammates to drive a superior client experience and support business development efforts• Advanced knowledge of bank treasury services product, operating and connectivity platforms, products and capabilities, and a strong understanding of client processes and back-office systems• Constant focus on delivering solutions with a sense of urgency and ensuring client satisfaction• Specialized knowledge and skills essential to address key challenges, solving problems and providing technical solutions to overcome obstacles• Effectively identifies and manages risk from the perspective of both Bank of America and its clients• Passionately curious and motivated to understand client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve• Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value• Committed to personal accountability• Willingness and ability to build and utilize an internal network and establish partnerships within a large organization • Ability to travel = 5% of the timeJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:CashPro® is Bank of America''s fully integrated multichannel experience that helps companies improve control, visibility, processing and scale. CashPro® delivers this experience through multiple channels: CashPro® Online, the CashPro® App, CashPro® API and CashPro® tegral to the CashPro® platform is a team of CashPro® Solutions Specialists who work directly with clients to enhance and optimize their use of CashPro® and help clients automate their financial processes by integrating their banking data into their back-office systems. Job Description:• Provide support in business development efforts by assisting with RFI/RFP responses and sales presentations • Conduct client engagements in order to help them effectively on-board and optimize their CashPro® experience • Accelerate revenue generation by providing advanced subject matter expertise in the sales, on-boarding, and optimization phases of the client experience • Provide advice and guidance on best practices and trends in helping clients transform and automate their treasury and financial functions by integrating their banking data into their ERP/TMS systems using CashPro® connectivity capabilities• Collaborate with internal teams such as sales, product management, operations, service implementation and technology in order to develop and deliver client solutions and enhance client satisfaction • Support internal initiatives that impact client connectivity solutions in support of business development goals and risk mitigation activities• Participate in product planning sessions and enhancement roadmap discussions by providing voice-of-the-client feedback. Bring unique experiences and knowledge to the discussion.• Provide technical expertise for various CashPro® file transfer and import/export capabilities as well as API solutions• Educate clients on how to mitigate fraud, by sharing security best practices and educating them on fraud prevention controls available in CashPro®• Lead continuing education sessions for clients and sales teams on CashPro® solutions and new or enhanced product capabilitiesRequired Skills:• Bachelor''s degree• Minimum of 10 years of experience in treasury services with an emphasis in technology or complex onboarding • Able to clearly communicate and influence clients and business partners and maintain strong relationships• Ability to provide industry-leading advice and counsel to clients and teammates to drive a superior client experience and support business development efforts• Advanced knowledge of bank treasury services product, operating and connectivity platforms, products and capabilities, and a strong understanding of client processes and back-office systems• Constant focus on delivering solutions with a sense of urgency and ensuring client satisfaction• Specialized knowledge and skills essential to address key challenges, solving problems and providing technical solutions to overcome obstacles• Effectively identifies and manages risk from the perspective of both Bank of America and its clients• Passionately curious and motivated to understand client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve• Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value• Committed to personal accountability• Willingness and ability to build and utilize an internal network and establish partnerships within a large organization • Ability to travel = 5% of the timeJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:CashPro® is Bank of America''s fully integrated multichannel experience that helps companies improve control, visibility, processing and scale. CashPro® delivers this experience through multiple channels: CashPro® Online, the CashPro® App, CashPro® API and CashPro® tegral to the CashPro® platform is a team of CashPro® Solutions Specialists who work directly with clients to enhance and optimize their use of CashPro® and help clients automate their financial processes by integrating their banking data into their back-office systems. Job Description:• Provide support in business development efforts by assisting with RFI/RFP responses and sales presentations • Conduct client engagements in order to help them effectively on-board and optimize their CashPro® experience • Accelerate revenue generation by providing advanced subject matter expertise in the sales, on-boarding, and optimization phases of the client experience • Provide advice and guidance on best practices and trends in helping clients transform and automate their treasury and financial functions by integrating their banking data into their ERP/TMS systems using CashPro® connectivity capabilities• Collaborate with internal teams such as sales, product management, operations, service implementation and technology in order to develop and deliver client solutions and enhance client satisfaction • Support internal initiatives that impact client connectivity solutions in support of business development goals and risk mitigation activities• Participate in product planning sessions and enhancement roadmap discussions by providing voice-of-the-client feedback. Bring unique experiences and knowledge to the discussion.• Provide technical expertise for various CashPro® file transfer and import/export capabilities as well as API solutions• Educate clients on how to mitigate fraud, by sharing security best practices and educating them on fraud prevention controls available in CashPro®• Lead continuing education sessions for clients and sales teams on CashPro® solutions and new or enhanced product capabilitiesRequired Skills:• Bachelor''s degree• Minimum of 10 years of experience in treasury services with an emphasis in technology or complex onboarding • Able to clearly communicate and influence clients and business partners and maintain strong relationships• Ability to provide industry-leading advice and counsel to clients and teammates to drive a superior client experience and support business development efforts• Advanced knowledge of bank treasury services product, operating and connectivity platforms, products and capabilities, and a strong understanding of client processes and back-office systems• Constant focus on delivering solutions with a sense of urgency and ensuring client satisfaction• Specialized knowledge and skills essential to address key challenges, solving problems and providing technical solutions to overcome obstacles• Effectively identifies and manages risk from the perspective of both Bank of America and its clients• Passionately curious and motivated to understand client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improve• Acts courageously; innate comfort in challenging status quo, debating issues that negatively impact client experience and shareholder value• Committed to personal accountability• Willingness and ability to build and utilize an internal network and establish partnerships within a large organization • Ability to travel = 5% of the timeShift:1st shift (United States of America)Hours Per Week: 40
Created: 2021-11-29