girl looking into her desktop
Back to search results

Treasury Services Sr Advisor

Charlotte, North Carolina

Job Description:

Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.
Key Responsibilities - Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.

LOB Job Description:

Escalation point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, and depository products and services of varying complexity. Thoughtfully works with the client to resolve issues, including competing demands and sensitive situations. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Responsibilities:

•Works with clients and operations to solve complex escalated problems often gathering information to
describe and analyze issues and developing solutions that are outside standard procedures.
• Proactive client engagement by performing independent analysis of clients Treasury Services which
includes Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, System
Outages, Temperature Checks, Portfolio Reviews, etc.
• Primary point of contact related to escalations and provides back up and support Treasury Managers to resolve production issues as needed.
• Currently supporting the Healthcare Team which includes Large Corporate Clients

Requirements:

- 2+ years of experience working with customers.

- 2+ years of experience handling difficult situations with customers.

- Intermediate proficiency (2-4 years of experience) in written (including grammar and spelling) and verbal communications
- Ability to engage with customers, begin a conversation, build rapport, and handle objections.
- Comfortable receiving ongoing performance feedback and coaching.
- Comfortable with ongoing change and learning new technology/processes.
- Ability to analyze and resolve customer inquiries.
- Ability to provide a positive customer experience through creative solutions.
- At least an intermediate ability in computer skills.
- Ability to navigate multiple computer systems while interacting with the customer.

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Supports high revenue clients who use treasury products and services within a specific industry. Primary contact for the sales team supporting the portfolio. Responsible for the client experience end-to-end by influencing business partners across numerous lines of businesses. Responsible for proactive client engagement to enhance existing relationships while driving client delight.
Key Responsibilities - Proactive client engagement by performing independent analysis of their clients Treasury Services which includes: Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, system outages, temperature checks, portfolio reviews, etc. Works with clients and operations to solve complex escalated problems often gathering information to describe and analyze an issue and developing solutions that are outside standard procedures. Promote self service opportunities. Primary point of contact related to escalations. Provide back up and support manager to resolve production issues as needed.

LOB Job Description:

Escalation point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, and depository products and services of varying complexity. Thoughtfully works with the client to resolve issues, including competing demands and sensitive situations. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests.

Responsibilities:

•Works with clients and operations to solve complex escalated problems often gathering information to
describe and analyze issues and developing solutions that are outside standard procedures.
• Proactive client engagement by performing independent analysis of clients Treasury Services which
includes Scorecards, Documentation Review, Schematics, Analysis Billing, Fraud Prevention, System
Outages, Temperature Checks, Portfolio Reviews, etc.
• Primary point of contact related to escalations and provides back up and support Treasury Managers to resolve production issues as needed.
• Currently supporting the Healthcare Team which includes Large Corporate Clients

Requirements:

- 2+ years of experience working with customers.

- 2+ years of experience handling difficult situations with customers.

- Intermediate proficiency (2-4 years of experience) in written (including grammar and spelling) and verbal communications
- Ability to engage with customers, begin a conversation, build rapport, and handle objections.
- Comfortable receiving ongoing performance feedback and coaching.
- Comfortable with ongoing change and learning new technology/processes.
- Ability to analyze and resolve customer inquiries.
- Ability to provide a positive customer experience through creative solutions.
- At least an intermediate ability in computer skills.
- Ability to navigate multiple computer systems while interacting with the customer.

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21056211

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255