Treasury Fulfillment Advisor

Job Description:

In this role you will act as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process. 

Key Responsibilities:

• Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

• Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team’s entire book of clients.

• Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.

• Associates conduct Client facing calls and are in frequent and direct communication with clients.

• Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products.

• Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.

Required Qualifications:

• 1-2 years of experience in the Banking/Financial industry,

• 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.

Desired Qualifications:

• Treasury experience preferred but not required.

Shift:

Hours Per Week: