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Treasury F&S Advisor-Service

Phoenix, Arizona

Job Description:

Line of Business Role 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;
    o Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
    o Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
    o Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Required skills:
Minimum of 2-5 years of banking experience, preferably in a client facing role 
Proven customer service skills and experience
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).   
Excellent verbal and written communication skills
Problem/solving/analytical and organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
General Understanding of the Global market

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

500

Job Description:

Line of Business Role 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;
    o Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
    o Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
    o Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Required skills:
Minimum of 2-5 years of banking experience, preferably in a client facing role 
Proven customer service skills and experience
Treasury management product experience, understanding of cash management including but not limited to Receipts (Lockbox and ROL), Payments management (foreign exchange, domestic/international wires, ACH and Account Transfers), Information Reporting and Transaction Services (Image).   
Excellent verbal and written communication skills
Problem/solving/analytical and organizational skills
Great interpersonal skills. Positive Attitude. Team Player. Flexible
Willingness to learn and adapt and lead changes as needed
Must have excellent verbal and written communication skills
General PC, Windows, word, power point, Outlook and Excel Knowledge
General Understanding of the Global market

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21076102

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Larisa McLaughlin

Referral Bonus:

500

Street Address

Primary Location:
1825 E Buckeye Rd, AZ, Phoenix, 85034