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Treasury Fulfillment & Service Advisor - Client Implementation

Phoenix, Arizona

Job Description:

Line of Business Role Description

Responsible for acting as the primary interface to medium to high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners and/or vendors in order to ensure a timely and smooth implementation process for clients. 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:

Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Receive a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Required Skills

Client focused with the ability to conduct discussions with clients in a confident manner.
Excellent communications skills.
Ability to work under pressure in a team environment.
Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Previous Client Service experience.

Other Qualifications:

Embraces innovation and operational excellence.

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:

Line of Business Role Description

Responsible for acting as the primary interface to medium to high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners and/or vendors in order to ensure a timely and smooth implementation process for clients. 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:

Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Receive a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Required Skills

Client focused with the ability to conduct discussions with clients in a confident manner.
Excellent communications skills.
Ability to work under pressure in a team environment.
Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
Previous Client Service experience.

Other Qualifications:

Embraces innovation and operational excellence.

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-21066388

Band: H5

Manages People: Yes

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

0

Street Address

Primary Location:
1825 E Buckeye Rd, AZ, Phoenix, 85034