Treasury Management Support and Implementation Specialist
FirsTier Bank•Broomfield, CO
•$27 - $31•Onsite
About The Position
The Treasury Management Support and Implementation Specialist’s role is to guide clients through the on-boarding process when new Treasury Management products are implemented, communicate on-boarding status internally, train clients to use products efficiently, deliver ongoing service and support and properly bill clients through account analysis.
Requirements
- College degree in Marketing, Finance, Accounting or business preferred
- Minimum 1-3 years Treasury Management preferred
- Strong knowledge of Treasury Management products and services
- Attention to detail/time management/project management
- Excellent verbal and written communication skills
- Strong presentation skills for in-person client meetings
- Proficiency in Microsoft Office products
- Team focused and results driven
Responsibilities
- Collect client information, validate needs, translate implementation requests to operations
- Meet agreed upon deadlines (SLAs)
- Communicate with the client and internal partners providing regular updates
- Escalate appropriately when there is a roadblock causing delay
- Train client on how to use new products efficiently
- Input proper billing into Account Analysis
- Provide ongoing client support on Treasury Management products and services and billing
Benefits
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Flexible spending
- Health savings
- Life insurance
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
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