Treasury Sales Support Associate

United Community Bank • Greenville, SC

1d • Onsite

About The Position

In this pivotal role, you’ll ensure the smooth implementation of our Treasury Management products and services. From initial setup and validation to client transition, you’ll collaborate closely with Treasury Officers to identify and meet individual customer needs. What You’ll Do Customer Interaction: Build strong relationships with our largest and most complex corporate clients, delivering exceptional service and resolving issues promptly. Implementation Management: Lead the end-to-end implementation of customer solutions, ensuring alignment and clear communication among all stakeholders. Proactive Issue Resolution: Identify and address potential challenges before they affect our clients or internal operations. Product Expertise: Maintain up-to-date knowledge of Treasury Management Services to provide expert guidance and support. Quality Assurance: Consistently meet service level agreements related to implementation tasks and timelines. Client Communication: Ensure clear, consistent communication with clients to gather necessary information and facilitate a smooth onboarding process. Documentation: Prepare and manage all setup materials and agreements, obtain required signatures, and maintain comprehensive client records. Technical Support: Assist clients with hardware and software installation, offering thorough training and ongoing support. Client Transition: Serve as a liaison to the TM Support Specialist during initial account analysis and provide backup support when needed.

Requirements

• Minimum of 3 years in banking.
• At least 3 years in customer service, call center, treasury management, or operations.
• High school diploma or equivalent required.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Proficiency with technology and computer tools.
• Strong analytical and problem-solving capabilities.
• Self-motivated, organized, and detail-oriented.
• Commitment to compliance and regulatory standards.

Nice To Haves

• Bachelor’s degree in a business-related field preferred.
• Experience with Treasury Management products and services.
• Familiarity with banking compliance and regulatory requirements.
• Collaborative mindset and team-oriented approach.

Responsibilities

• Customer Interaction: Build strong relationships with our largest and most complex corporate clients, delivering exceptional service and resolving issues promptly.
• Implementation Management: Lead the end-to-end implementation of customer solutions, ensuring alignment and clear communication among all stakeholders.
• Proactive Issue Resolution: Identify and address potential challenges before they affect our clients or internal operations.
• Product Expertise: Maintain up-to-date knowledge of Treasury Management Services to provide expert guidance and support.
• Quality Assurance: Consistently meet service level agreements related to implementation tasks and timelines.
• Client Communication: Ensure clear, consistent communication with clients to gather necessary information and facilitate a smooth onboarding process.
• Documentation: Prepare and manage all setup materials and agreements, obtain required signatures, and maintain comprehensive client records.
• Technical Support: Assist clients with hardware and software installation, offering thorough training and ongoing support.
• Client Transition: Serve as a liaison to the TM Support Specialist during initial account analysis and provide backup support when needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees