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Treasury F&S Advsr/Servicing (Client Education)

Jacksonville, Florida;

Job Description:

Role Overview:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

Business Specific Responsibilities:

This is a training position.  Responsible for hosting training sessions, both webinars as well as one on one sessions for both internal and external customers. 

• Host training session for both internal and external clients

• Assist with scheduling training for the team

• Monitoring the email box and responding to inquiries either via phone or email

• Create PowerPoint training decks for new products/features

• Maintain training decks as well as assisting with keeping guides updated

Required Qualifications:

  • 2-3 years’ experience managing and/or consulting with business clients

  • Requires excellent communication and presentation skills

  • Ability to engage clients with a goal of making clients self-sufficient in using the Card Product platforms including Works and GRAM

  • Probing and consulting skills

  • Problem solving and analytical skills

  • Time management and organizational skills with the ability to prioritize

  • Technical skills and ability to navigate client and bank operating system

  • Expertise with standard business technology and software

  • Strong written and oral communication skills

  • Interpersonal skills: ability to actively listen and develop trust and credibility

  • Treasury Management and Card Product knowledge

  • Knowledge of Microsoft Office Suite

Desired Skills:

  • Experience working in a Learning organization with e-learning design and development as an Instructional Designer, Technical Writer, or Instructional Technologist.

  • Bachelor and/or Master’s level education in Learning, Instructional Design/Technology, English.

  • Experience using Adobe products including Captivate, InDesign, Fireworks/ Photoshop or other graphic editing tools

  • Experience in conducting hands on training via WebEx

  • Previous experience implementing Card clients on Works or GRAM a plus

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:

500

Job Description:

Role Overview:

Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.

Business Specific Responsibilities:

This is a training position.  Responsible for hosting training sessions, both webinars as well as one on one sessions for both internal and external customers. 

• Host training session for both internal and external clients

• Assist with scheduling training for the team

• Monitoring the email box and responding to inquiries either via phone or email

• Create PowerPoint training decks for new products/features

• Maintain training decks as well as assisting with keeping guides updated

Required Qualifications:

  • 2-3 years’ experience managing and/or consulting with business clients

  • Requires excellent communication and presentation skills

  • Ability to engage clients with a goal of making clients self-sufficient in using the Card Product platforms including Works and GRAM

  • Probing and consulting skills

  • Problem solving and analytical skills

  • Time management and organizational skills with the ability to prioritize

  • Technical skills and ability to navigate client and bank operating system

  • Expertise with standard business technology and software

  • Strong written and oral communication skills

  • Interpersonal skills: ability to actively listen and develop trust and credibility

  • Treasury Management and Card Product knowledge

  • Knowledge of Microsoft Office Suite

Desired Skills:

  • Experience working in a Learning organization with e-learning design and development as an Instructional Designer, Technical Writer, or Instructional Technologist.

  • Bachelor and/or Master’s level education in Learning, Instructional Design/Technology, English.

  • Experience using Adobe products including Captivate, InDesign, Fireworks/ Photoshop or other graphic editing tools

  • Experience in conducting hands on training via WebEx

  • Previous experience implementing Card clients on Works or GRAM a plus

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-21056570

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Javier Flores

Referral Bonus:

500