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Treasury F&S Implementation Advisor - Chicago, IL

Chicago, Illinois

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.

Responsibilities:

Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
Associates conduct Client facing calls and are in frequent and direct communication with GCB and BB Clients.
Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

Requirements:

  • 1-2 years of experience in the Banking/Financial industry, Treasury experience preferred but not required

  • 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

  • Knowledge of Treasury Products

  • Strong organization skills

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.

Responsibilities:

Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.
Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.
Associates conduct Client facing calls and are in frequent and direct communication with GCB and BB Clients.
Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.
Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

Requirements:

  • 1-2 years of experience in the Banking/Financial industry, Treasury experience preferred but not required

  • 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

  • Knowledge of Treasury Products

  • Strong organization skills

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-21070704

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Javier Flores

Referral Bonus:

500

Street Address

Primary Location:
540 W Madison St, IL, Chicago, 60661