Up to Vice President, Treasury Implementation Advisor, Asia Client Services recruitment
Overview
Bank of America is one of the world's largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. The company provides unmatched convenience in the United States, serving more than 59 million consumer and small business relationships with more than 6,100 retail banking offices, nearly 18,700 ATMs and award-winning online banking with nearly 29 million active users. Following the acquisition of Merrill Lynch on January 1, 2009, Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to more than 4 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients in more than 150 countries. Bank of America Corporation stock is a component of the Dow Jones Industrial Average and is listed on the New York Stock Exchange.
Responsibilities
· Oversee the delivery and execution of all assigned projects in line with the clients' expectations, either individually as a project manager or partner with another Implementation Advisor who serves as the project manager.
· Responsibilities on account opening and client documentation, inclusive of client documentation negotiations.
· Provide support and guidance for the Implementation and solution perspective, where required/requested, to Sales Officers during the sales process and review client proposals.
· Lead or participate in internal initiatives/projects representing the voice of the business, taking ownership and deliver the execution of these projects. Traveling may be required. Attending conference calls after office hours may be required.
· Ensure that Implementations/projects are delivered in accordance to the Six Sigma change process and the implementation Time-to-Revenue discipline, using the Asia Implementation Procedures as guidelines.
· Project management, internal coordination and client communication for implementing treasury management solutions, includes:
- Effect thorough takeover of mandated deals in order to ensure smooth and timely delivery of new services to clients.
- Work with clients and operations to manage client documentation requirements.
- Provide technical support and training to clients.
- Effect implementation closure and handover to Treasury Service Advisors.
Requirements
· At least 5 years' working experience in client services, implementation, product management, project management and/or operations.
· Associates are expected to possess a strong track record of corporate banking product implementation, focused on the delivery of treasury and cash management solutions for corporate clients and/or financial institutions.
· Knowledge on corporate banking products, web-based electronic banking platforms and H2H solution.
· A good understanding of in-country banking systems, account and liquidity structures as well as payment delivery systems would be an added advantage.
· Knowledge/experience on account opening process and client documentation requirements.
· Excellent presentation, communication, problem solving skills and a team player.
· A proactive learner and self-starter seeking continuous improvement in all job-related aspects
· Experience of working in an Asia/Global environment.
· Good written and oral English and Cantonese, Mandarin would be a plus.