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Treasury F&S Advisor

Miami, Florida

Job Description:

Role Overview: 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.

Required Skills:

Presentable, confident and client focused

Client facing experience or ability to conduct discussions with Clients in a confident manner
Excellent communications skills and ability to present to an audience
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
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
Comfortable receiving ongoing performance feedback and coaching

** Must Speak and write fluently in English and Portuguese. Spanish is 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: 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.

Required Skills:

Presentable, confident and client focused

Client facing experience or ability to conduct discussions with Clients in a confident manner
Excellent communications skills and ability to present to an audience
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
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
Comfortable receiving ongoing performance feedback and coaching

** Must Speak and write fluently in English and Portuguese. Spanish is 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-21067762

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

500

Street Address

Primary Location:
701 Brickell Ave, FL, Miami, 33131