Treasury Technical Consultant

Job Description

Treasury Technical Consultant | Bank of America

The Tone:
This is a full-time role at Bank of America, located in Chicago, Illinois. Bank of America is committed to helping make financial lives better through responsible growth and fostering a diverse, inclusive workplace. This role is crucial in delivering an excellent client experience by expertly guiding large corporate and commercial clients through the complex technical implementation of Treasury Services products.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Chicago, Illinois
• Pay: $70000–$113900 yearly
• Team: Supports Treasury Sales Officers, Implementation Advisors, and Treasury Services Specialists.
• Mission: Facilitate the successful onboarding of new large corporate and commercial clients by integrating complex Treasury Services products.
• Tech Stack: HTTPS, FTP/SSL, SFTP, AS2, SWIFT, NACHA, EDI, XML

What You’ll Actually Do
• Client Onboarding: Support Treasury Sales Officers and Implementation Advisors with the onboarding of new Large Corporate and Commercial clients for complex Treasury Services products within the US and Canada.
• Technical Consultation: Consult with clients to explain available payments, receipts, and reporting services, and gather their specific technical requirements for implementation.
• Primary Technical Contact: Serve as the primary point of contact for clients for all technical aspects associated with the implementation of Treasury Services.
• Client Advocacy: Act as the client advocate to internal product teams, ensuring their technical needs and requirements are accurately communicated.
• Technical Validation: Read, understand, explain, and visually inspect data files against specification documents to ensure accurate formatting and successful technical integration.

The Must-Haves
• Background: A broad and in-depth knowledge of various Treasury Payments, Receipts, and Information Reporting products, coupled with an understanding of data transmission protocols.
• Experience: At least 5 years of experience in a client-facing role, preferably involving the technical aspects of financial product implementation.
• Skills:
• Strong knowledge of data transmission protocols and connectivity, including HTTPS, FTP/SSL, SFTP, AS2, and SWIFT.
• Familiarity with industry-standard file formats such as NACHA, EDI, and XML.
• Strong analytical, problem-solving, and organizational skills with the ability to manage competing demands.
• Excellent communication skills to effectively work with clients and internal partners to deliver clear requirements.
• The ability to read, understand, and explain file specification and requirement documents accurately.
• Bonus: Prior client implementation experience with Treasury Products, experience managing technology projects at Bank of America, or a background as a software developer, business analyst, or product manager. A 4-year degree is desired.