Treasury Management Education Analyst

South State Bank•Winter Haven, FL

About The Position

The Treasury Management Education Analyst conducts product and system training for new and existing Treasury Management clients and team members. The role develops and maintains training materials and user guides, supports post-implementation quality reviews, evaluates client interactions and training effectiveness, and coordinates with Treasury Management Implementation after client onboarding. The analyst also delivers continuing education, supports new-hire and conversion training, and serves as a subject matter expert on Treasury Management products and systems from the end-user perspective. The position works with Treasury Management leadership, Product Managers, Corporate Learning, and other bank teams to support new products and services and maintain a high level of service. Other duties may be assigned.

Requirements

Bachelor’s degree or equivalent experience.
Four years of experience in Treasury Management, Commercial Call Center, Client Service, or Operations.
Expertise in Microsoft Office and the ability to use other software employed by the department.
Ability to read, write, speak, and understand English.
Excellent oral and written communication skills.
Effective presentation skills.
Ability to handle difficult and stressful situations with professional composure.
Commitment to excellent customer service.
Familiarity with treasury systems and technology.
General banking knowledge.
Ability to prepare and compose professional training curricula, documents, business letters, and memorandums.
Proven success in problem analysis and resolution.
Strong attention to detail and accuracy.
Strong organizational skills and ability to manage multiple detailed assignments accurately.
Ability to access and interpret information on computer screens, documents, and reports.
Completion of required annual compliance training and New Employee Orientation.

Nice To Haves

Knowledge of Treasury Management products and services, account analysis, and online banking systems is preferred.

Responsibilities

Conduct product and system training for new and existing Treasury Management clients and team members.
Collaborate with Treasury Management leadership to develop, update, and maintain user guides and training materials.
Work independently to ensure tasks are completed on schedule.
Assist with post-implementation client quality reviews and gather feedback about onboarding and Treasury Management products.
Assist with evaluating client interactions within Genesys and Service Now.
Create, update, and maintain questionnaires or surveys to assess training effectiveness.
Coordinate with Treasury Management Implementation after client onboarding.
Conduct continuing education classes for Treasury Management Sales, Product, and Support teams.
Participate in Treasury Management new-hire training.
Assist Treasury Management Product Managers with developing or updating user and training guides.
Build relationships within the bank to maintain a high level of service.
Partner with Corporate Learning and Treasury Management Product regarding new products and services.
Assist with training converting customers and team members.
Serve as a subject matter expert on the design, features, and function of Treasury Management products and systems from the end-user perspective.
Perform other duties as assigned.