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CashPro Specialist

Bank of America | Seattle WA 98104 USA | Full Time | Posted: 09/20/2019

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Job Description:


CashPro® is BofAML’s flagship digital platform, supporting processing of payments globally for 35k clients and 486k users across 175 countries. Greenwich Associates ranks BofAML the second largest digital banking provider in the world. The Digital Channels organization, part of the larger Global Transaction Services division, oversees the development and execution of comprehensive strategies supporting all Treasury services accessible via CashPro’s multiple channels (online, mobile, file to file, and API connectivity).

As part of its CashPro Digital offering, BofAML has a Team of Specialists who work directly with clients on how they use CashPro online but also ERP/TWS connectivity and APIs. These CashPro Specialists advise clients on how to use CashPro and digitize their Treasury function.

Job Description:

  • Provide CashPro technical expertise supporting the post-sale training and optimization needs and pre-sale product demonstrations for a regional Business Banking and Commercial Banking client base
  • Develop customized client engagements focused on understanding the client needs and operations to discuss/present/demonstrate customized CashPro digital solutions for streamlining and efficiency gains, while ensuring users are trained to optimize portal capabilities
  • Responsible for conducting in-person and virtual (WebEx) CashPro consulting to on-board select new clients and train existing CashPro clients on how to use the applications to their full potential
  • Act as a regional/market CashPro Client Advocate with an awareness of industry developments/trends, competition and best practices
  • In close coordination with internal product management and learning partners, plan and deliver CashPro educational events for regional Treasury Sales and Relationship Teams and assist in development and delivery of external client educational events
  • Working in close alignment with CashPro Implementation, Client Education and Technical Help Desk resources, serve as a dedicated CashPro regional/market Specialist to handle complex or unresolved client issues that need customized digital solutions and are typically not representative of normal business conditions
  • Ensure digital usage is simplified and issues do not remain unresolved
  • Leverage existing communication routines with CashPro Service resources, serve as customer feedback loop liaison to Product Management and Service
  • Success metrics: Call volume, Client Events and Internal education/awareness sessions held, and Client Satisfaction Survey scores


  • Bachelor’s degree or equivalent experience
  • Proven ability to work exclusively in a customer/client driven environment
  • Proven experience providing “client delight”; demonstrates a strong sense of urgency with a dedication and passion for exceeding client expectations
  • Proven ability to communicate effectively across internal and external (client) audiences
  • Proven strong presentation and public speaking skills
  • Proven success in building partnerships with Business Partners
  • Impeccable organizational and time management skills
  • Excellent MS Office (Word/Excel/PowerPoint/Outlook) skills
  • Ability to travel = 50% of the time


1st shift (United States of America)

Hours Per Week:


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Location Seattle, WA, 98104, United States
Categories Sales/Retail/Business Development

Location Maptop

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Job Code 19053248-1

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