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Treasury F&S Advisor-Implement

Dallas, Texas

Job Description:

Responsibilities:

1:1 ratio of clients within assigned portfolio
Escalate as needed to ensure resolution is provided to clients
Facilitate project calls via WebX and providing timely responses / minutes to clients
Takes ownership of portfolio by working with all clients and sales as requests gets scoped and kickoff call held with client
Involvement in ad hoc projects for new processes or industry initiatives

Requirements:

Presentable, confident and client focused. 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 Treasury Products

Desired Skills: College Degree preferred.  Would prefer experience, but it will consider individual if a strong candidate.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsibilities:

1:1 ratio of clients within assigned portfolio
Escalate as needed to ensure resolution is provided to clients
Facilitate project calls via WebX and providing timely responses / minutes to clients
Takes ownership of portfolio by working with all clients and sales as requests gets scoped and kickoff call held with client
Involvement in ad hoc projects for new processes or industry initiatives

Requirements:

Presentable, confident and client focused. 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 Treasury Products

Desired Skills: College Degree preferred.  Would prefer experience, but it will consider individual if a strong candidate.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21082354

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Felicia Duke

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202