Job Description:
Job Title: Implementation Advisor
Corporate Title: Officer
Location: Chester
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Location Overview:
Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee.
The Team:
The team operates within a highly collaborative and supportive culture, with a focus on knowledge sharing, continuous improvement, and delivering best-in-class client outcomes. While locally structured, the team sits within a broader global organisation, providing regular exposure to stakeholders across EMEA and key partner groups in the US and APAC.
The team is responsible for supporting EMEA onboarding for Commercial and FI/NBFI Banking clients who have selected Bank of America for their treasury and cash management solutions. This provides an opportunity to work with a high-value client base, as well as internal partners across Product, Sales, Servicing and Technology.
From a development perspective, the role offers significant opportunities for learning and progression, including exposure to a broad suite of treasury products, structured training, and on-the-job development through managing increasingly complex client engagements. Individuals joining the team benefit from strong leadership support and a clear pathway to build expertise in both client management and end-to-end implementation delivery.
Role Description:
This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, and depository product requests via email channel, and phone. Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate. Job expectations include working directly with the client to resolve implementation issues and our role is critical to the success of our growing Treasury business. We are the prime co-ordinators for large revenue cash management/treasury deals, delivering with the highest level of professionalism and an exemplary client experience. If you have a natural client first approach and a passion for delivering a market leading service, we will want to hear from you!
Responsibilities:
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You will manage client implementations end-to-end, across Bank of America’s range of cash management solutions.
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You will work in partnership with clients to create and agree project delivery timelines, clear communication of project statuses, identification/mitigation of risks and swift root cause analysis and resolution for issues.
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You will provide a professional & tailored approach to meet the needs of all clients, utilising project management routines where necessary for larger scale deliverables.
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You will manage conference calls with clients and internal stakeholders
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You will co-ordinate all elements of relevant KYC and Legal documentation required to facilitate client onboarding
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You will keep stakeholders updated on the progress of the onboarding, highlighting any related issues
What we are looking for:
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You will be a highly organised individual who can manage complex projects.
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You will have a track record of managing projects with differing timelines
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You will possess excellent customer service skills.
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You will have excellent oral and written communication skills.
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You will possess the ability to effectively build relationships with clients and internal stakeholders.
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You will have the ability to work in a fast-paced and high-volume environment
Benefits of working at Bank of America:
UK
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At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
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Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner
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Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
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We offer 26-weeks paid maternity leave, 16-weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum
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The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
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Use of a flex fund to use towards benefits
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Access to an emotional wellbeing helpline, and virtual GP services
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Access to the Peppy App which provides 1:1 support, consultations and resources relating to men’s health, women’s health, fertility, menopause and pregnancy & parenthood
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Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm
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Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
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Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area
Bank of America:
Good conduct and sound judgment is crucial to our long-term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.
We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
