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Treasury F&S Advisor - Service

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:

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. Independently provides account management, client servicing and implementation coordination for highly complex accounts, which include highest revenue clients with specialized product, servicing needs. Researches, analyzes, and resolves a wide range of treasury, cash management and or depository products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to unit associates to resolve complex, unique client requests. Exercises judgment and discretion with respect to client relations and problem resolutions. Understands the end-to-end process and identifies opportunities to initiate client collaboration in the development of product services including recommending new products to the client. Provides statistical analysis and initiates projects and processes to improve efficiency.

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.

Required skills:
Detailed understanding of Wire Transfer formatting; CHIPS and FED processes and the WTX system.   Familiarity with GIN investigations platform and rules governing investigations/compensation with regard to Wire Transfer.   In depth knowledge of treasury, cash management products, wholesale operations, and governing regulations. Team players who are self-starters, learn quickly and have a strong sense of ownership and accountability.   Excellent writing skills and the ability to communicate with senior level associates internally and externally. Must be a team player, take ownership, and drive for results to grow the business, sustain intensity and optimism while focusing on the client.

Desired skills:
Excellent PC skills, knowledge of Word, Excel, PowerPoint, desired.

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:

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. Independently provides account management, client servicing and implementation coordination for highly complex accounts, which include highest revenue clients with specialized product, servicing needs. Researches, analyzes, and resolves a wide range of treasury, cash management and or depository products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to unit associates to resolve complex, unique client requests. Exercises judgment and discretion with respect to client relations and problem resolutions. Understands the end-to-end process and identifies opportunities to initiate client collaboration in the development of product services including recommending new products to the client. Provides statistical analysis and initiates projects and processes to improve efficiency.

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.

Required skills:
Detailed understanding of Wire Transfer formatting; CHIPS and FED processes and the WTX system.   Familiarity with GIN investigations platform and rules governing investigations/compensation with regard to Wire Transfer.   In depth knowledge of treasury, cash management products, wholesale operations, and governing regulations. Team players who are self-starters, learn quickly and have a strong sense of ownership and accountability.   Excellent writing skills and the ability to communicate with senior level associates internally and externally. Must be a team player, take ownership, and drive for results to grow the business, sustain intensity and optimism while focusing on the client.

Desired skills:
Excellent PC skills, knowledge of Word, Excel, PowerPoint, desired.

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-21084722

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

500

Street Address

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