What are the responsibilities and job description for the Implementation Advisor position at Apex Systems?
Title : Implementation Advisor
Client : Bank of America
Location : 100% onsite in Phoenix, AZ
Schedule : Mon-Fri, 8am-5pm
Pay : $28 / hour
Duration : 6 month contract to hire
Role Overview :
Global Treasury Fulfillment - supporting large commercial clients, large corporate clients and small / medium size business who utilize Bank of America for their treasury services. The Implementation Advisor is the first point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.
Key Responsibilities :
- Assisting with new account openings, account closures, or helping new / existing customers to onboard to a particular product or service within the Bank of America treasury portfolio
- Manage dedicated email inbox, prioritize, client requests, case and implement eligible items
- Create a case / package for tracking, monitoring and E2E resolution as applicable
- Receive and respond to implementation requests received by email and questions from internal partners
- Conduct limited research and respond to client and be able answer questions and inquiries
- Utilize the various bank systems to support clients requests.
Required Skills :
Preferred Skills :
Salary : $28
