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CashPro Specialist

Bank of America

Bank of America

New York, NY, USA · Charlotte, NC, USA · United States · Remote
Posted on May 22, 2025

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.

A CashPro Specialist is responsible for fostering a strong partnership with coverage teams across all LOBs, 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 engaged to scope/whiteboard new integration set ups (Connect, API, Direct Transmission) or advise on modification of an existing integration set up.

Required Skills:

Good understanding of 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

BA/BS degree required

Desired Skills:

Advisory and Consultative

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

Shift:

1st shift (United States of America)

Hours Per Week:

40