Fulfillment Advisor

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This role will be responsible for acting as the primary interface with the client to open accounts and establish all connectivity between organizations. Organizes all internal and external project related activities to ensure a timely and smooth client implementation process. Associate may support other activities such as, but not limited to procedure reviews and internal initiatives to drive operational excellence.

Responsibilities:

• Act as the primary point of contact with clients to support account opening and establish connectivity between organizations;
• Coordinate and organize all internal and external project-related activities to ensure a smooth and timely client implementation process;
• Drive effective communication across stakeholders to maintain alignment throughout the implementation lifecycle;
• Support additional activities such as procedure reviews and internal initiatives aimed at improving processes and driving operational excellence.

• Effectively manage complex situations to ensure prompt resolution and prevent negative client experiences;
• Demonstrate strong time management skills, prioritizing tasks based on urgency and client or business needs;
• Proactively manage the implementation pipeline, ensuring consistent and timely follow-ups;
• Identify and escalate issues promptly to minimize risks and ensure smooth execution;
• Client facing experience and ability to conduct discussions with Clients in a confident manner;
• Excellent communications skills and ability to present to an audience;
• Ability to work under pressure in a team environment;
• Ability to liaise with all levels of the firm and people with different experiences and backgrounds;
• Ability to anticipate challenges, develop solutions, and seek support when necessary;
• Must Speak Portuguese and English fluently.