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Treasury F&S Advisor

Charlotte, North Carolina;

Job Description:

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.

LOB Job Description:

Assist in supporting the contact center sites who are the primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, depository and/or card products and services of varying complexity. This team provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. This applicant also supports the Leadership team and internal associates in the day to day operations.

Key Responsibilities: This candidate will help manage day to day operations and support the site leader with requests received by phone, email from clients and internal partners; Perform business analysis functions to ensure we are in compliance from a risk a regulatory requirement. Research complex issues raised by clients working with the banks platforms that are not resolved by first point of contact; Work closely with partners both internally and externally to resolve clients issues.  Prepares and presents information when meeting with senior leaders and business partners.

Required skills:
1+ years of experience working with Treasury clients
1+ years of experience handling complex situations with clients
Ability to provide a positive client experience through creative solutions
Intermediate Proficiency (1-3 years) in written and verbal communication skills
Ability to overcome client objections
Navigate multiple computer systems while interacting with client
Comfortable receiving and providing on going performance feedback and coaching
Ability to analyze and resolve operational issues

Desired skills:
1-2 years of experience in the Banking/Financial industry
1-3 years’ experience in a call center environment
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Easily adapt to change in an evolving environment
1-2 years of previous Treasury experience preferred
Previous leadership experience preferred but not required

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:

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.

LOB Job Description:

Assist in supporting the contact center sites who are the primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, depository and/or card products and services of varying complexity. This team provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. This applicant also supports the Leadership team and internal associates in the day to day operations.

Key Responsibilities: This candidate will help manage day to day operations and support the site leader with requests received by phone, email from clients and internal partners; Perform business analysis functions to ensure we are in compliance from a risk a regulatory requirement. Research complex issues raised by clients working with the banks platforms that are not resolved by first point of contact; Work closely with partners both internally and externally to resolve clients issues.  Prepares and presents information when meeting with senior leaders and business partners.

Required skills:
1+ years of experience working with Treasury clients
1+ years of experience handling complex situations with clients
Ability to provide a positive client experience through creative solutions
Intermediate Proficiency (1-3 years) in written and verbal communication skills
Ability to overcome client objections
Navigate multiple computer systems while interacting with client
Comfortable receiving and providing on going performance feedback and coaching
Ability to analyze and resolve operational issues

Desired skills:
1-2 years of experience in the Banking/Financial industry
1-3 years’ experience in a call center environment
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
Easily adapt to change in an evolving environment
1-2 years of previous Treasury experience preferred
Previous leadership experience preferred but not required

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-21073251

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

500