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Treasury F&S Advisor - Implement

Charlotte, North Carolina

Job Description:

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

Responsibilities:

Responsible for acting as the primary point of contact with the client to establish all connectivity between organizations.
Organizes all internal and external project related activities to ensure a timely and smooth client implementation process.
Experienced senior professional and mid-level contributor, may also perform supervisory or junior level management role.

Requirements:

Typically individual will have 2 or more years of experience

Comfortable using a disciplined project methodology and adhering to project management best practices, standards and procedures
Ability to establish and maintain effective working relationships with peers, customer group and management
Excellent follow through and initiative
Comfortable with direct client and line partner interaction, with proven client interaction abilities.
Ability to present ideas and information in group settings
Demonstrated knowledge and experience in requirements gathering and development
Self-starter and independent worker, ability to work with minimum supervision

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:

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

Responsibilities:

Responsible for acting as the primary point of contact with the client to establish all connectivity between organizations.
Organizes all internal and external project related activities to ensure a timely and smooth client implementation process.
Experienced senior professional and mid-level contributor, may also perform supervisory or junior level management role.

Requirements:

Typically individual will have 2 or more years of experience

Comfortable using a disciplined project methodology and adhering to project management best practices, standards and procedures
Ability to establish and maintain effective working relationships with peers, customer group and management
Excellent follow through and initiative
Comfortable with direct client and line partner interaction, with proven client interaction abilities.
Ability to present ideas and information in group settings
Demonstrated knowledge and experience in requirements gathering and development
Self-starter and independent worker, ability to work with minimum supervision

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-21063908

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Felicia Duke

Referral Bonus:

500

Street Address

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