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Treasury F&S Advisor-Implement

Charlotte, North Carolina

Job Description:

o    Leading, directing and coordinating the implementation of highly complex card solutions
      • Acts as the primary client interface for the set-up of medium to high revenue clients
o Provide relationship management, servicing and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process
o Provides a consultative approach to the client throughout the implementation including system education, best practices, etc.
o Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills
o Responsible for project documentation and timely distribution of agenda, project plan, minutes, actionable items, etc.
o Troubleshoot, research and respond to internal client team requests
o Engage key stakeholders throughout the implementation process
o Partners with internal business partners to ensure customer satisfaction

o Must have some Project Management experience
o Proficient in Microsoft Office Suite of products (ie. Excel, Power Point, Word etc…)
o 2-5 years  client service experience
o Ability to work independently
o Proven organizational and time management skills
o Strong collaboration, influence, and communication skills both verbal and written
o Ability to interact with clients at all levels of the organization
o Proven ability to manage multiple projects simultaneously that include various complexity and requirements ie. building custom expense reporting as requested by client(s)

o College degree (or equivalent work experience) a plus
o Visa/MasterCard processing knowledge a plus
o Knowledge of industry standard files, conversion/integration experience with expense management systems such as Concur, SAP, Ariba, etc.
o Prior Card experience a plus
o Advanced Excel skills a plus
o Basic accounting knowledge

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

o    Leading, directing and coordinating the implementation of highly complex card solutions
      • Acts as the primary client interface for the set-up of medium to high revenue clients
o Provide relationship management, servicing and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process
o Provides a consultative approach to the client throughout the implementation including system education, best practices, etc.
o Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills
o Responsible for project documentation and timely distribution of agenda, project plan, minutes, actionable items, etc.
o Troubleshoot, research and respond to internal client team requests
o Engage key stakeholders throughout the implementation process
o Partners with internal business partners to ensure customer satisfaction

o Must have some Project Management experience
o Proficient in Microsoft Office Suite of products (ie. Excel, Power Point, Word etc…)
o 2-5 years  client service experience
o Ability to work independently
o Proven organizational and time management skills
o Strong collaboration, influence, and communication skills both verbal and written
o Ability to interact with clients at all levels of the organization
o Proven ability to manage multiple projects simultaneously that include various complexity and requirements ie. building custom expense reporting as requested by client(s)

o College degree (or equivalent work experience) a plus
o Visa/MasterCard processing knowledge a plus
o Knowledge of industry standard files, conversion/integration experience with expense management systems such as Concur, SAP, Ariba, etc.
o Prior Card experience a plus
o Advanced Excel skills a plus
o Basic accounting knowledge

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073335

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Autumn Barlow Huitt

Referral Bonus:

0

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255