Treasury Services Business Analyst
3 weeks ago
At CB&S Bank, we are seeking a highly skilled and motivated individual to fill the role of Treasury Management Client Services Analyst. This is a client-facing position that requires exceptional service and attention to detail in providing Treasury Management services to our clients.
This analyst will be responsible for coordinating with the Treasury Management Sales team and other Bank partners to onboard new TM clients, implement, modify, or delete TM services and pricing, and provide clients with training on those services.
Responsibilities
- Onboard new Treasury Management clients and coordinate implementation, modification, or termination of Treasury Management services with all Bank partners as necessary.
- Respond to customer inquiries or concerns via email or telephone related to Treasury Management services and pricing.
- Gather necessary information and engage various Bank partners to document and resolve client issues.
- Maintain telephone call records and document client interaction for future reference.
- Provide clients with ongoing Treasury Management operational support including user verification and access, problem resolution, account information and training.
We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience. If you have a Bachelor's degree in Finance/business related degree or equivalent experience, three years of experience in retail banking or client-facing bank support role, and excellent organizational and communication skills, both verbal and written, please apply.
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