Overview In this role you support Treasury Management sales and operations to ensure smooth client and partner experiences. You'll help gather prospect information, identify process improvements, and evaluate basic to medium-risk tasks, while offering recommendations and partnering with internal teams. You will contribute to a compliance-driven environment and help drive efficient, solutions-focused outcomes for treasury services. This is a client-facing, cross-functional role with opportunities to influence payments and treasury processes within a large financial institution.
Compensation / Benefits- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
Responsibilities- Ensure smooth client and partner experience by routing maintenance requests to Implementation
- Gather and summarize prospect information for Treasury Management Consultants
- Identify opportunities for process improvements within responsibilities or functional area
- Review and research basic or tactical operational assignments requiring evaluation of alternatives (low to medium risk)
- Present recommendations for resolving more complex situations and exercise independent judgement while learning policies, procedures, and compliance
- Provide information to functional colleagues, internal partners, and stakeholders (internal and external customers)
Key requirements- 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through work experience, training, military experience, education
- Experience with treasury management products and services (desired)
- Prior sales support and/or implementation experience (desired)
- BS/BA degree or higher (desired)
- Business-to-business sales experience (desired)
- Client support experience (desired)
- Ability to develop partnerships and collaborate across areas (desired)
- Ability to navigate multiple computer systems and use search tools (desired)
- Ability to prioritize, meet deadlines, work under pressure in a dynamic environment (desired)
- Strong analytical, organizational, multi-tasking, and prioritization skills (desired)
- Excellent verbal, written, and interpersonal communication skills (desired)
- Intermediate Microsoft Office skills (Word, Excel, Outlook, PowerPoint) (desired)
- Negotiation skills (desired)
- Problem-solving skills (desired)
- Ability to work effectively in a team (desired)
- Ability to work in a fast-paced deadline-driven environment (desired)
- Excellent verbal, written, and interpersonal communication
- Team collaboration
- Problem-solving and analytical thinking
- Attention to detail and accuracy
- Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Ability to navigate multiple computer systems and search tools
