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Treasury Management Client Support Associate
2 months ago
Position Overview
The Treasury Management Client Support Associate will play a vital role in delivering sales and support for Treasury Management solutions to esteemed internal clients.
Key Responsibilities
The Associate will:
1. Assist high-profile clients with standard sales inquiries.
2. Aid in the development of proposals and promote cross-selling opportunities within the existing client base.
3. Ensure exceptional customer service and satisfaction through effective communication and support.
Essential Skills
Success in this position hinges on:
- A keen attention to detail and adherence to timelines.
- The ability to provide precise documentation while comprehensively understanding internal systems.
- Strong written and verbal communication skills, alongside sales and relationship management capabilities.
- Analytical and problem-solving skills, complemented by excellent organizational and time management abilities.
Impactful Contributions
In this role, you will:
- Coordinate the execution of all necessary implementation agreements, contracts, and documentation.
- Communicate with clients regarding the status of their implementations.
- Identify, diagnose, and resolve client issues, collaborating with business partners as needed.
- Proactively assess and recommend enhancements to operational processes, leading to departmental efficiencies.
- Serve as a key escalation point for clients to ensure prompt issue resolution.
- Identify cross-selling opportunities that will benefit our current clientele.
- Collaborate with vendors for third-party services when applicable.
- Independently manage workflow and expectations with minimal oversight.
- Keep management informed of activities and significant challenges.
Who You Are
The ideal candidate will possess:
- Excellent interpersonal skills to cultivate and maintain effective relationships.
- Strong organizational and follow-up capabilities.
- A professional demeanor characterized by integrity, trustworthiness, and the ability to handle confidential information.
- 2-5 years of experience in Treasury Management.
- Advanced knowledge of Banking and Treasury Management practices.
If your background aligns with these qualifications, we encourage you to consider this opportunity. We value diverse perspectives and believe that a varied workforce fosters innovative problem-solving and creative thinking.
