Treasury Management Solutions Onboarding Specialist
16 hours ago
We are seeking a highly skilled Treasury Management Solutions Onboarding Specialist to join our team at City National Bank. As a key member of our Client Onboarding Success team, you will be responsible for onboarding new and existing clients with Treasury management products, ensuring seamless implementation and client satisfaction.
Key Responsibilities- Project manage and own the implementation of Treasury management products and services, ensuring compliance with defined processes and policies.
- Coordinate all aspects of client onboarding, including sales/client interaction, gathering implementation details, and coordinating testing with the TMS Client Testing Team.
- Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience.
- Set up recurring calls with clients and internal partners to move forward on implementation, acting as a liaison between all areas.
- Maintain a dashboard with status and updates on progress of implementation to clients and deal teams on a regular basis.
- 3-5 years of customer service experience, preferably in the financial services and banking industry.
- Strong working knowledge of Treasury management products and services.
- Proven project management experience, certification a plus.
- Proficient in Microsoft Office software and data tools.
- Strong teamwork and partnership skills, with effective communication and presentation skills.
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Treasury Manager
2 weeks ago
Los Angeles, California, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is partnering with a leading professional services company in West Los Angeles to hire a skilled Treasury Manager.This is a unique opportunity to join a dynamic team and contribute to the company's financial success.Key ResponsibilitiesOversee debt capital markets and foreign exchange transactionsManage the company's...
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Treasury Manager
2 days ago
Los Angeles, California, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is partnering with a large professional services company to hire a Treasury Manager.This role is responsible for overseeing debt capital markets and foreign exchange, managing capital structure, and maintaining foreign exchange programs.The ideal candidate will have a Bachelor's degree in Finance, 5 years of corporate...
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Global Treasury Manager
3 days ago
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Treasury Director
1 week ago
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Global Treasury Manager
3 weeks ago
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Treasury Financial Analyst
2 days ago
Los Angeles, California, United States LHH Recruitment Solutions Full timeJob OverviewLHH Recruitment Solutions is partnering with a large professional services company to hire a Treasury Financial Analyst.This role will partner with relationship banks, treasury service providers, and consultants to manage corporate treasury activities.Develop and maintain cash flow forecasting models and dashboards to monitor activity and...
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Senior Director of Treasury
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Vice President of Treasury
2 weeks ago
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Treasury Vice President
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Senior Director of Treasury
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Senior Director of Treasury
3 weeks ago
Los Angeles, California, United States Intrepidus Talent Solutions Full timeAbout the RoleThe Senior Director of Treasury will be an integral member of our client's Treasury and Risk Management Team, overseeing corporate finance activities such as FCF forecasting, net interest expense forecasting, treasury budgeting, and WACC modeling. This position will lead debt capital markets, including compliance with credit agreements,...
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Onboarding Project Specialist
2 days ago
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Treasury Financial Analyst
3 days ago
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Treasury Manager
3 days ago
Los Angeles, California, United States Century Group Full timeJob OverviewCentury Group is seeking a seasoned Treasury Manager to lead their team's financial operations. This role involves ensuring compliance with credit agreements, developing and executing debt management strategies, and overseeing the company's capital structure.Key ResponsibilitiesDevelop and implement debt management plans to optimize cash flow and...
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Treasury Financial Analyst
3 days ago
Los Angeles, California, United States Solomon Page Full timeTreasury Analyst Job DescriptionWe are partnering with a global entertainment company to find a skilled Treasury Analyst. The position involves working 4 days a week on-site in West LA.Key Responsibilities:Manage treasury payments, including foreign exchange and client-related mattersDevelop and maintain short- and long-term cash flow forecasting models and...
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Treasury Financial Analyst
3 days ago
Los Angeles, California, United States Solomon Page Full timeWe are partnering with a global entertainment company to find a skilled Treasury Analyst. This role requires 4 days of on-site work in West LA.Compensation: $80,000 - $90,000 + bonusKey Responsibilities:Manage treasury payments, including foreign exchange and client-related mattersDevelop and maintain short- and long-term cash flow forecasting models and...
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Treasury Director
4 weeks ago
Los Angeles, California, United States Solomon Page Full timeSr. Director, TreasuryWe are partnering with a leading company to find a seasoned Sr. Director of Treasury to join their team in West LA. This is a unique opportunity to leverage your expertise in debt covenant compliance, credit agreements, and debt capital markets to drive business growth.Key Responsibilities:Develop and implement debt covenant compliance...
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Treasury Director
3 weeks ago
Los Angeles, California, United States Solomon Page Full timeSr. Director, TreasuryWe are partnering with a leading company to find a seasoned Sr. Director of Treasury to join their team in West LA. This is a unique opportunity to leverage your expertise in debt covenant compliance, credit agreements, and debt capital markets to drive business growth.Key Responsibilities:Develop and implement debt covenant compliance...
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Resident Onboarding Coordinator
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Treasury Analyst
2 weeks ago
Los Angeles, California, United States Circle Full timeAbout the RoleCircle is seeking a highly skilled Treasury Analyst to join our team. As a key member of our corporate treasury function, you will play a critical role in supporting our day-to-day banking operations, ensuring the success of critical operational functions, and participating in the development of related processes.Key ResponsibilitiesSupport...