Treasury Solutions Account Analysis Specialist
Treasury Solutions Account Analysis Specialist
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for the processing and validation of service requests in order to produce accurate Account Analysis statements and effectively bill clients for treasury services. Research and resolve issues identified on system reports produced daily and monthly. Provide support to client services product managers and other operational and client facing teammates to resolve billing issues answer questions provide guidance and address client concerns. Duties may include work on specific tasks such as designing logic for new procedure development developing oral and written communications and recommending improvements to standard practices and procedures. Work independently with moderate support and supervision from Senior Specialist and the Account Analysis leadership team.Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Is proficient on the account analysis system including its features functions processes and procedures.
2. Process service requests and complete daily work flow activities timely and accurately following departmental procedures and guidelines.
3. Analyze requests and develop logical plan for implementation.
4. Make corrections to errors or discrepancies found online or on system reports.
5. Review and/or initiate general ledger and monetary entries and ensure proper posting.
6. Support billing validation prior to statement files being produced by reviewing and making necessary corrections.
7. Prioritize requests and manage workload daily.
8. Maintain an orderly filing system for correspondence records and reports for efficient retrieval of information according to policy and procedures.
9. Understand department policy and procedures impact of system updates and keep documentation uptodate.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education training and workrelated experience.
2. Two or more years in Treasury Solutions bank operations or other related industry experience.
3. Experience with billing systems and related processes
4. Ability to make responsible decisions and use sound judgment in daily workflow activities
5. Ability to work independently and manage multiple timesensitive work activities in a sometimes high pressure environment.
6. Ability to work in a team environment
7. Strong analytical and critical thinking skills to effectively evaluate information understand details and develop logical resolutions and decisions
8. Diligent flexible and detailoriented with excellent organizational skills.
9. Strong verbal and written communication skills.
10. Ability to work independently and manage time effectively
11. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Preferred Qualifications:
1. Degrees/education in Finance Accounting Business or other related field
2. Good working knowledge of branch and banking system structure and processes related to commercial/corporate markets
3. Training certifications or additional education related to Treasury Management and/or banking operations
Other Job Requirements / Working Conditions
Sitting/Standing/Walking/Bending/Lifting
Sitting (if checked indicate frequency)
Constantly (More than 50% of the time)
Standing (if checked indicate frequency)
Occasionally (Less than 25% of the time)
Walking (if checked indicate frequency)
Occasionally (Less than 25% of the time)
Bending (if checked indicate frequency)
Occasionally (Less than 25% of the time)
Lifting (if checked indicate pounds)
Up to 10 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment including PC keyboard and mouse copy/fax machines and printers.
Availability
Able to work all hours scheduled including overtime as directed by manager/supervisor and required by business need.
Travel (Must select one)
Minimal and up to 10%
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
