Job Description
Job Title: Treasury Sales Support Associate
Reports To: Treasury Management Sales and Support Team Lead or Treasury Management Sales Enablement Officer
Direct Reports: N/A
Salary Grade: 6
SUMMARY
To ensure quality implementation of all Treasury Management products and services including additions, deletions, and changes; completion, validation and maintenance of setup forms and agreements; creation and delivery of fulfillment materials to clients; and transition of clients to TM Support Team.The position also requires the ability to identify individual customer needs and work with the Treasury Officer to offer a solution to meet those needs.
EDUCATION AND EXPERIENCE REQUIREMENTS
- High school diploma or equivalent required; four-year degree in a business related field preferred or equivalent education and related training
- 3+ years’ experience banking required
- 3+ years’ customer service, call center, treasury management or operations experience required
- Excellent communication skills required
- Ability to multi-task required
- Strong computer and technology skills required
- Strong analytical and problem solving skills with demonstrated capacity for sound judgement
- Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
JOB FUNCTIONS
- Interact, communicate and resolve problems for the bank’s largest and most complex corporate customers
- Ensure customer implementations are managed efficiently and effectively on behalf of the customer, bank and stakeholders (banker, treasury sales officer and operations)
- Address potential issues before they result in delays that will impact the customer or potential risk to the bank
- Maintain expertise on products and services offered by Treasury Management Services for ongoing implementation support
- Ensure all quality service level agreements related to implementation tasks and timelines are met
- Communicate with client to obtain any additional information required to complete implementation
- Complete all set up materials and agreements
- Secure appropriate signatures on all agreements as required
- Order and ship any necessary hardware
- Assist clients with installation of all hardware and software needed for service
- Provide client with walk-through and training on services
- Provide client with all necessary startup materials (user guides, manuals, instructions, etc.)
- Maintain client files with implementation documentation, including imaging into Director
- Serve as liaison client to TM Support Specialist when first account analysis statement is received
- Provide backup assistance to TM Support Specialist as required
SUPERVISORY RESPONSIBILITY
This position does not manage employees.
WORK ENVIRONMENT
United location within the footprint
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 10% travel.
OTHER
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.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
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