Treasury Sales Support Associate
Treasury Sales Support Associate
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Job Description
Are you customer focused enjoy building relationships and leading a team You have found the right team. As a Treasury Services Support Associate within the Treasury Services organization you will play a crucial role in promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations ensuring correct billing guaranteeing proper internal controls and policies are followed.
This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions Implementations Product Risk and Controls and/or Client Service.
Job Responsibilities
- Provide subject matter expertise confirm scope products and services
- Initiate implementation requests for new business with clients
- Own process for simple implementations
- Join initial implementation calls for complex implementations to ensure accuracy of request
- Coordinate with Sales and implementation regarding potential client change requests
- Submit billing information; including billing adjustments
- Support ad-hoc requests (e.g. billing inquiries)
- Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
- Apply required control procedures
Required qualifications capabilities and skills
- Bachelors Degree Required
- Demonstrates the ability to understand Treasury Services products pricing philosophy and billing process and procedures
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources
- Time management organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Highly proficient in Microsoft Office (PowerPoint Excel and Word) and superior analytical and quantitative skills
Required Experience:
IC
Employment Type
Full-Time
