Treasury Fulfillment Advisor
About The Position
This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.
Requirements
- Minimum of 1 year experience working in Commercial Real Estate Banking (CREB)
- Knowledge of Treasury Products
- 2 years experience working in client facing role preferably in financial services industry
- Presentable, confident and client focused
- 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
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Knowledge of Treasury Products
- Ability to interpret bank standard legal documentation
- Advanced skills within Microsoft applications
Nice To Haves
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change.
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
- Strong Treasury Product and DDA/TM platform knowledge
- IDS, IMPACS, CAPS, APX, Navigator, ECF, BOSS/FAST, Document Direct
- Knowledge of Treasury Management products
- College Degree Preferred
Responsibilities
- leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services
- providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process
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What This Job Offers
Job Type
Full-time
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
