Treasury Management Associate I

Location

100% Remote

Treasury Management Solutions Division

As a member of the Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that have earned recognition for excellence.

What you will do

• Serve as primary contact via phone for clients and various units in the research and resolution of problems and inquiries. Consistently exercise discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensure client satisfaction.
• Act as liaison between client and other bank units to resolve problems and comply with client requests.
• Coordinate with clients, account officers, and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
• Facilitate and deliver virtual training conference calls.
• Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
• Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience.

Skills

• Accounting principles
• Internet
• Microsoft Office
• PC for Windows
• SAP software
• Comply with Bank and Industry Codes of Conduct
• Accounting principles and transactions
• Administration by attending educational workshops
• ERP platforms