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Treasury F&S Advsr-Service

Chicago, Illinois

Job Description:

Enterprise Description/Role Overview: Responsible for day to day servicing and implementation of treasury, cash management and/or depository products and services with varying complexity. Acts as primary point of contact for high revenue clients by providing responsive and knowledgeable servicing and technical assistance to resolve complex/time sensitive requests. Engage internal business partners as needed to assist in the resolution.

Responsibilities:

  • Receive and respond to requests received by phone, email from clients and internal partners;
  • Troubleshoot, research, and respond to client account and treasury service issues, questions and inquiries;
  • Assist clients with completing deposit account documentation for account opening, implementation and maintenance of Treasury Services;
  • Engage with the multiple internal partners to address client requests, account openings, treasury service implementations and internal requests.

Requirements:

  • 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

Other Qualifications:

  • Candidate must also be comfortable with constant change and balancing competing priorities in a fast paced environment  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-24026946

Manages People: No

Travel: Yes, 5% of the time

Street Address

Primary Location:
540 W Madison St, IL, Chicago, 60661