layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Treasury Sales Client Officer II (West) at Bank of America

Responsible for delivery of integrated treasury solutions to clients across the entirety of the project scope.
Partners closely with client-facing teammates to consult on sales opportunities and provides the product expertise and consultation necessary to deliver the best possible solution to the client.
Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure
Develops data driven insights and presentations for clients, including recommendations to reduce risk, improve working capital, and digitization of payments/receipts, etc.
Participates in the Client Management Process that focuses on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Ensures service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
Identifies cross-sell opportunities through scope expansions driven by client interactions
Consults with the client as their single point of contact through implementation and testing of multiple products while helping to bridge project plans across various payment solutions and fulfillment teams
Facilitates internal and external client calls to work through implementation requests for successful completion
Leverages key stakeholders to drive process improvement, operational excellence and successful completion of the client’s project, including resolving escalations with product setup
Troubleshoots, researches, and responds to internal client team requests for resolutions and resolves complex escalations using sound judgment and decision making
Follows project management disciplines to ensure projects remain on track to meet the client’s target delivery dates, while remaining engaged, accountable, and responsible for the success of the entire implementation from start to finish by documenting meeting discussions, project plans, and action items and distributes regularly to the client and core team
Validates all services meet client expectations post-implementation, and ensures a smooth hand-off to Client Services at the conclusion of the implementation project

Treasury Sales Client Officer II (West)

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