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Treasury Operations Expert

2 months ago


Jersey City, New Jersey, United States Incedo Inc. Full time

**Job Summary:**

We are seeking an experienced Payments Business Analyst to join our team at Incedo Inc. The ideal candidate will have a strong background in treasury payment products within the banking sector, with a proven track record in client-facing roles and exceptional client management skills.

**Key Responsibilities:**

  • Collaborate with bank product managers to pitch and present payment services to clients, leveraging your expertise in payment platforms, including ACH, Check, Zelle, and Cards.
  • Develop a comprehensive understanding of the payment platforms deployed within the bank, ensuring seamless integration and efficient operations.
  • Participate in client sales meetings to explain payment service products and features, utilizing your exceptional communication skills to build strong relationships.
  • Facilitate client onboarding activities by coordinating with various teams within the bank, ensuring a smooth and efficient process.
  • Address client queries related to the payments platform and ensure timely resolution, providing exceptional customer service and support.
  • Act as the main point of contact between clients and internal teams, ensuring effective communication and issue resolution.
  • Manage client relationships and ensure a high level of satisfaction throughout the onboarding process, driving customer loyalty and retention.
  • Prepare and deliver presentations using tools such as Word, Excel, and PowerPoint, effectively communicating complex information to clients and stakeholders.
  • Support project management and stakeholder coordination activities related to client onboarding and payment services, ensuring timely completion and successful outcomes.

**Qualifications:**

  • Proven experience in client-facing roles, particularly within the banking sector, with a strong understanding of account payable payment products.
  • Prior experience facilitating client onboarding for treasury payment products in banks, with a focus on payment rails such as ACH, Check, Zelle, and Cards.
  • Strong understanding of payment platforms and systems, with hands-on experience in payment processing and settlement.
  • Exceptional client management and communication skills, with the ability to build strong relationships and provide effective solutions.
  • Experience managing client queries and providing timely resolution, with a focus on customer satisfaction and loyalty.
  • Proficiency in creating presentations and working with Microsoft Word, Excel, and PowerPoint, with the ability to effectively communicate complex information.
  • Prior experience in project management, stakeholder management, and client coordination, with a focus on driving successful outcomes and timely completion.