girl looking into her desktop
Back to search results

Treasury F&S Advisor - Service

Jacksonville, Florida

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.

Key Responsibilities:
Prioritize client requests, case and resolve eligible items.

Create a case/package for tracking, monitoring and E2E resolution as applicable.

Interacts continuously with clients and internal business partners to further enhance client delight.

Conduct extensive legal documentation research and respond to client and be able answer questions and
inquiries.

Utilize the various bank systems to support client requests.

Required skills:
1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.
Strong leadership qualities and self-motivated.
Great interpersonal skills and positive attitude.
Team player who is flexible and has a willingness to learn and adapt to changes. Able to work independent of direct supervision.
Must have excellent verbal and written communication skills.
General PC, Windows and Excel Knowledge.
Works well in a high paced environment.
Ability to multi-task while resolving complex issues.
Highly organized, adapt at time management, and problem/solving/analytical.


Desired Skills:

College Degree preferred.

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:

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.

Key Responsibilities:
Prioritize client requests, case and resolve eligible items.

Create a case/package for tracking, monitoring and E2E resolution as applicable.

Interacts continuously with clients and internal business partners to further enhance client delight.

Conduct extensive legal documentation research and respond to client and be able answer questions and
inquiries.

Utilize the various bank systems to support client requests.

Required skills:
1-3 years of prior Banking experience, knowledge of Treasury Management products, loans, and prior customer service experience and client interaction.
Strong leadership qualities and self-motivated.
Great interpersonal skills and positive attitude.
Team player who is flexible and has a willingness to learn and adapt to changes. Able to work independent of direct supervision.
Must have excellent verbal and written communication skills.
General PC, Windows and Excel Knowledge.
Works well in a high paced environment.
Ability to multi-task while resolving complex issues.
Highly organized, adapt at time management, and problem/solving/analytical.


Desired Skills:

College Degree preferred.

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-21073419

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0