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Treasury F&S Advisor - Service

Chicago, Illinois

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.

Responsibilities:
Knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities
Comfortable being a client advocate
Able to work independent of direct supervision
Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
Problem/solving/analytical and organizational skills
Comfortable excelling in a metric and timeline driven environment

Required Skills:

2-3 years prior banking experience
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 Operational Risk, Client Money Protection and Funding

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:

0

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.

Responsibilities:
Knowledge of Treasury Management products, and/or project management experience with proven client interaction abilities
Comfortable being a client advocate
Able to work independent of direct supervision
Ability to escalate appropriately to resolve client escalations and to meet and exceed client’s implementation timeline
Problem/solving/analytical and organizational skills
Comfortable excelling in a metric and timeline driven environment

Required Skills:

2-3 years prior banking experience
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 Operational Risk, Client Money Protection and Funding

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-21071097

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0

Street Address

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