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This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.
Responsibilities: Consults with client through implementation of treasury product package
Facilitates internal and external client calls to work through implementation requests for successful completion
Troubleshoots research, and responds to internal client team requests for resolution
Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client
Required qualification: 3+ years' experience working in client facing role preferably in financial services industry - experience handling difficult situations with customers.
Ability to analyze and resolve customer inquiries.
Ability to provide a positive customer experience through creative solutions.
Ability to engage with customers, begin a conversation, build rapport, and handle objections.
Ability to navigate multiple computer systems while interacting with the customer.
Excellent written and verbal communication skills
Desired: Knowledge of Treasury Management products
Shift:
1st shift (United States of America) Hours Per Week:
40
