Treasury Management Associate

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profile Job Location:

Miami Lakes, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Job Summary

Popular Assoc Treasury Management


Responsible for maintaining a high level of expertise in the products and services designed for business customers and serves as a resource to clients by providing professional efficient customer service. Provides problem resolution to customers in support of customer retention and satisfaction.

In this position you will:


Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions.

  • Assist with the preparation of proposals pro formas and other sales and marketing materials to be used in the cash management sales process
  • Workwith Cash Management Manager Commercial Lenders Branch Managers and other bank sales personnel with client discussions involving Cash Management product/service selection
  • Communicatewith potential and/or existing cash management clients to finalize product/service requirements and gather appropriate agreements and enrollment forms
  • Coordinate and manage the implementation process for all cash management products and services. This includes facilitating the initial setup testing and start of production with bank departments (such as Online Banking IPS Electronic Banking and Bookkeeping) and the client
  • Monitor the implementation process and reportproblems/delays to Cash Management Manager
  • Monitoraccount analysis billing process to ensure it is functioning properly post-implementation
  • ProvideCash Management product and service support perform problem resolution and trouble-shooting activities in a structured format to all customers
  • Provides training to customers for all cash management products and services

To be considered you will need:

  • Bachelors degree in related field or equivalent work experience
  • Minimum 2 years experience in banking commercial loan operations or related field

Important: The candidate must provide evidence of academic preparation or courses related to the job posting if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time

ABOUT US

Popular is Puerto Ricos leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers with presence in the United States the Caribbean and Latin America.

As employees we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate reach for the right solutions and strongly support the communities we serve; therefore we value their diverse skills experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities including during emergency situations and/or natural disasters. Populars employees are considered essential workers whose role is critical in the continuity of these important services even under such circumstances. By applying to this position you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation please contact us at . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career

Popular is an Equal Opportunity Employer including Disability/Vets

Popular is a Drug Free Workplace


Learn more about us at and keep updated with our latest job postings at .
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Required Experience:

IC

Popular Assoc Treasury Management Responsible for maintaining a high level of expertise in the products and services designed for business customers and serves as a resource to clients by providing professional efficient customer service. Provides problem resolution to customers in support of custom...
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Key Skills

  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Hybris
  • Microsoft Word
  • Banking
  • Cash Management
  • Data Management
  • Microsoft Powerpoint
  • Securities Law
  • Microsoft Excel
  • Internet Of Things

About Company

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Popular te ofrece la red más extensa de sucursales y cajeros automáticos en Puerto Rico. Conoce nuestros productos y servicios para individuos y negocios.

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