Treasury Management Associate II
About The Position
Responsible for the complex implementation/onboarding of all Treasury Management products and services. Coordinates and provides training to members on how to effectively utilize Treasury Management products in accordance with their business needs. Serves as subject matter expert on Treasury Management products and services. Ensures implementation and servicing queue workflows have workload parity across the team and that quality service level agreements are met. Reviews documentation for implementing new products and services and/or maintenance request ensuring documentation is complete, recorded and imaged according to established guidelines. Provides clients with new products and services documentation such as tokens, guides and other implementation information. Assumes ownership of problem resolution throughout all Treasury Management implementations, including identifying issues, resolving them, and following up with clients to ensure their satisfaction. Supports Treasury Management Sales Team in identifying client needs and recommending additional products or services. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
Requirements
- Associates degree in business, finance or related area, or equivalent combination of education and experience.
- Minimium 6 years banking experience with 3 year’s experience in treasury management sales, implementation and/or servicing.
- A proactive approach for improving the efficiency of the department.
- Knowledge of Microsoft Office software: Word, Excel, PowerPoint, Outlook.
- Excellent planning and time management skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills.
- Able to work with all levels of management.
- Highly organized and detail oriented.
- Skilled at relationship building and collaborative teamwork.
- Able to manage multiple tasks and priorities in a high-volume environment.
Responsibilities
- Complex implementation/onboarding of all Treasury Management products and services.
- Coordinates and provides training to members on how to effectively utilize Treasury Management products.
- Serves as subject matter expert on Treasury Management products and services.
- Ensures implementation and servicing queue workflows have workload parity across the team and that quality service level agreements are met.
- Reviews documentation for implementing new products and services and/or maintenance request.
- Provides clients with new products and services documentation such as tokens, guides and other implementation information.
- Assumes ownership of problem resolution throughout all Treasury Management implementations.
- Supports Treasury Management Sales Team in identifying client needs and recommending additional products or services.
- Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
1,001-5,000 employees
