Job Details

About the Role:
Join our dynamic team as a Treasury Sales Support Associate! In this role, you'll be at the forefront of ensuring the seamless implementation of our Treasury Management products and services. You'll manage everything from setup and validation to client transition, all while identifying and addressing individual customer needs in collaboration with our Treasury Officers.

What You'll Do:

• Customer Interaction: Engage with our largest and most complex corporate customers, providing top-notch service and resolving any issues that arise.
• Implementation Management: Oversee the efficient and effective implementation of customer solutions, ensuring all stakeholders are aligned and informed.
• Proactive Issue Resolution: Anticipate and address potential issues before they impact our customers or the bank.
• Product Expertise: Stay up-to-date with our Treasury Management Services to provide ongoing support and expertise.
• Quality Assurance: Meet all service level agreements related to implementation tasks and timelines.
• Client Communication: Maintain clear and consistent communication with clients to gather necessary information and ensure smooth implementation.
• Documentation: Complete and manage all setup materials and agreements, securing appropriate signatures and maintaining detailed client files.
• Technical Support: Assist clients with the installation of hardware and software, providing comprehensive training and support.
• Client Transition: Act as a liaison to the TM Support Specialist during the initial account analysis and provide backup support as needed.

What We're Looking For:

• Experience:
  • Minimum of 3 years in banking.
  • At least 3 years in customer service, call center, treasury management, or operations.
• Education:
  • High school diploma or equivalent required.
  • Bachelor's degree in a business-related field preferred.
• Required Skills:
  • Exceptional communication skills.
  • Ability to multi-task in a fast-paced environment.
  • Proficiency with computer and technology tools.
  • Strong analytical and problem-solving abilities.
  • Independent, well-organized, and detail-oriented.
  • Commitment to compliance training and regulatory standards.
• Preferred Skills:
  • Experience with treasury management products and services.
  • Knowledge of banking compliance and regulatory requirements.
  • Team-oriented with a collaborative mindset.

Work Environment: Based at our United locations within the footprint.

Position Type: Full-time role with flexibility to work evenings and weekends as needed.

Travel: Up to 10% travel required.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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