"Alerted.org

Treasury Sales Associate – Onboarding Specialist

New York, New York

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!

Bank of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing the onboarding process for a wide range of complex global clients including asset managers, private capital firms, broker-dealers, and exchanges and plays a critical role in delivering a smooth and timely onboarding experience.

The Onboarding Specialist will work closely with Treasury Sales Officers (TSOs), clients, and internal partners across AML, Tax, Fulfillment and operations. The ideal candidate is a forward thinking problem solver with strong attention to detail, who can manage complex workflows and help identify ways to simplify and enhance existing processes.

This role offers the opportunity to work directly with clients, contribute to complex onboarding initiatives, and play a visible role in supporting Bank of America’s largest Global GPS clients with a best in class onboarding experience.

Key Responsibilities:

+ Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.

+ Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.

+ Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.

+ Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.

+ Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.

+ Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.

+ Provide clients and internal teams with regular updates, including progress trackers and detailed action items.

+ Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.

+ Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.

+ Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.

+ Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.

Job Qualifications:

+ Bachelor's Degree or equivalent work experience

+ 5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.

+ Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.

+ Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.

+ Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.

+ Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.

+ Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.

+ Problem-solving mindset and interest in driving continuous improvement in onboarding processes.

+ Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.

+ Certifications in CTP, ACAMS, CAMS a plus but not required.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.