Treasury Fulfillment Advisor

3 weeks ago

Richmond, United States Disability Solutions Full time
Job Description:

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process.

Key Responsibilities:
  • Provide a consultative approach to client through implementation.
  • Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills.
  • Troubleshoot, research, and respond to internal client team requests.
  • Engage key stakeholders throughout the implementation process.
  • Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team's entire book of clients.
  • Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
  • Associates conduct Client facing calls and are in frequent and direct communication with clients.
  • Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
  • Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.


Required Qualifications:
  • 1-2 years of work experience in the Banking/Financial industry.
  • Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
  • Excellent communications skills and ability to present to an audience
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.


Desired Qualifications:
  • Treasury industry work experience.


Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CT - Farmington - 70 Batterson Park Rd (CT2515)

Pay and benefits information

Pay range

$29.57 - $45.43 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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