Overview In this role you will serve Latin America clients on cash management and related treasury needs, acting as a strategic advisor across banks and markets. You will manage client relationships, lead issue resolution, and identify product enhancements to support liquidity, risk management, and capital raising. The position sits within Global Banking, focusing on large corporations and financial institutions, with a strong emphasis on cross-border coordination and digital solutions. This is a hands-on, impact-driven role that shapes client experience and treasury outcomes.
Compensation / Benefits- comprehensive health care coverage
- retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
Responsibilities- Act as a strategic advisor to clients on business and operational decisions
- Lead resolution and escalation of service issues with bank partners
- Identify product/service gaps and leverage Treasury Services to drive client success
- Recommend and implement product enhancements and service delivery improvements
- Communicate complex client issues and solutions to stakeholders
- Ensure clients adhere to risk policies and stay informed on regulatory, cyber changes
- Apply project management to lead workstreams and initiatives
- Expand scope to larger portfolios and proactive client engagement
- Partner with clients to navigate change management events and drive readiness
- Lead strategic client relationship reviews and seek opportunities to strengthen partnerships
Key requirements- Minimum 3 years of relevant industry or functional experience
- Fluent in Spanish (written and verbal)
- Willingness to travel internationally (1-2 times a year)
- Flexibility with working hours and ability to use virtual connectivity tools (VDI, Blackberry/Good)
- Advanced understanding of Treasury Services products and client needs
- Exceptional oral and written communication skills
- Strong organizational skills with ability to manage multiple priorities
- Ability to build and maintain partnerships with clients and internal teams
- Experience leveraging AI-enabled tools, digital solutions, and knowledge management platforms
- exceptional communication
- strong organizational skills
- ability to build partnerships
- Treasury Services products
- AI-enabled tools and digital solutions
- knowledge management platforms
