CashPro Specialist

Job Description:

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!
 

Job Description:
CashPro Specialist provides subject matter expertise in CashPro Channels supporting internal sales associates across all LOBs with the goal of selling into CashPro solutions, improving client satisfaction, driving efficiency and increased revenue.

This CashPro Specialist will support Private Bank clients in the areas of pre-sale demo, CashPro training, white glove CashPro adoption, CashPro Optimizations and CashPro integration support.

A CashPro Specialist is responsible for fostering a strong partnership with coverage teams to ensure our prospects and clients optimize their digital experience across all four channels of the CashPro platform.

A Specialist drives relationship deepening, client satisfaction, and treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client engagements.

The Specialists support the complete treasury and technology journey for our clients:

1)  Pre-sale support through CashPro Demos and Bid Support.

2)  Post-sales support through CashPro Optimizations and Integration Discovery calls.

The Specialists collaborate with the CashPro Product team, by gathering and sharing VOC feedback to support CashPro's client-centric approach to product development.  Specialists collaborate with Sales, Product Managers and GTMO partners to drive process improvement.  Specialists are responsible for support continued learning and Sales readiness for the coverage teams they support.

Integration support is a key part of this role.  A Specialist is engage to scope/whiteboard new integration set ups (Connect, API, Direct Transmission) or advise on modification of an existing integration set up.

Required Qualifications

• 5 or more years of relevant work experience

• Good understanding of Global Payments Solutions GPS, Treasury and CashPro

• Strong understanding and experience in Integration technology and trends

• Proactive and motivated to drive growth

• Ability to manage client engagements and special projects     

Desired Qualifications

Familiarity with Private Banking (High Net Worth/ Ultra High Net Worth)

Skills:

• Advisory

• Client Management

• Client Solutions Advisory

• Learning Delivery

• Customer and Client Focus

• Oral Communications

• Presentation Skills

• Prioritization

• Problem Solving

• Active Listening

• Change Management

• Process Simplification

• Written Communications

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range$110,000.00 - $134,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.