Treasury Services Advisor ( Implementation & Support) - Makati [25/01/2010] |
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Job Description
Technical aspects of implementationand technical support including but not limited to account opening and client presentations and implementation sales support Assume the role of project coordinator for standard treasury and cash management solutions and / or Bank of America capital markets portal. Ensure successful delivery and execution in line the clients’ expectations. This includes: Working in partnership with the client in creating and agreeing on an implementation checklist and other project documentation. Multitasking, prioritizing resources and resolving any conflicts among all projects responsible. Managing Client documentation, System installation, and User training in line with the agreed and published implementation and cycle times Communicating the project status, identified risks and/or issues and resolution steps and deadlines to appropriate parties Coordinating client requirements with our technical and business partners to ensure successful delivery and on going support of all products, services, and system solutions, and Conducting Post implementation reviews Provide ongoing technical support to clients and associates where necessary for problem solving. This includes: Logging technical issues to enable follow-up support and accurate trend analysis Maintaining quality technical support hotline service for clients and associates Attending customer calls as required to resolve product related technical issues Executing all product related upgrade/migrations within required timeframes, and Work in accordance with escalation procedures for technical problems Provide support and guidance, where required/requested to Sales Officers during the sales process. This includes: Identifying customer needs and recommending appropriate treasury solutions Preparing and delivering presentations related to product features and implementation models to prospective clients and business partners during the Sales cycle, and During the implementation. Looking for new revenue opportunities, qualifying additional sales leads and mandates identified, and passing appropriate information back to the Sales Officer for actions.
Responsibilities
· Continue to develop, propose and support new service innovations and process improvements with measure results. This includes: Maintaining up-to-date business and technical knowledge on the bank’s client access to products/services, payment and trade capabilities, internal operations and local practices Updating and/or creating new implementation tools for streamlining internal and client processes Supporting the pilot launch of new products Driving or actively participating in client survey programs to determine and improve client satisfaction levels Escalating client complaints to Manager and/or Team Leader as well as the Sales Officer and Client Service Representative for root cause analysis and resolution, and Where new opportunities arise, identifying potential candidates to join the team · Attend internal as well as external seminars, workshops and conferences either as a speaker or as a delegate and update the implementation group and business partners on key business areas. Traveling may be required · Where appropriate and need arises or as directed by the Manager, assist the Managed Channel team in implementing projects · Lead or participate in internal initiatives/projects representing the voice of the business, taking ownership and delivering the execution of these projects. Attending conference call 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
Requirements
· University graduate with at least 3 to 5 years IT and/or banking experience · Good technical background in areas of Windows applications, web-based applications and/or ERP systems · Working knowledge of computer networking, telecommunication protocol, EDI and XML · Proven track record in project management in the delivery of treasury and cash management solutions for multinational corporations and/or financial institutions · Operational experience within payments, accounting or treasury environment · Excellent client servicing skills with fluency in written and oral English · Ability to work independently and in a team, across cultures within a global institution
Job Type:
Permanent
Location:
France Pays de la Loire
Salary:
[n/a]
Date available:
now
Experience Skills:
Professional
Company:
Bank of America Corporation Inc
Company Description:
[n/a]
Company Website:
[n/a]
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08/12/2009