Treasury Management Sales Consultant Category jobs at Us Bank in United States, Dallas

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

• Attention to Detail
• Client and Business Focus
• Excellent Oral Communication
• Problem Solving
• Recording/Organizing Information
• Excellent Written Communication
• Account Management
• Analytical and Critical Thinking
• Prioritization
• Collaboration
• Research
• Result Orientation
• Financial Accounting

• 1+ years workflow management related experience
• PC skills (Excel a plus)
• Ability to make sound decisions, solve problems and exhibit a continuous improvement orientation
• Excellent analytical and critical thinking skills
• Strong interpersonal skills and extremely resourceful
• Strong verbal and written communication skills
• Proven ability to complete projects according to outlined scope and timeline
• Ability to efficiently multi-task with excellent time management

• Adaptability
• Attention to Detail
• Business Operations Management
• Client and Business Focus
• Policies, Procedures, and Guidelines Management
• Collaboration
• Issue Management
• Organizational Effectiveness
• Prioritization
• Problem Solving
• Confronting Bias​
• Self Starter

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
• Displays advanced industry knowledge and understanding of investment products

Desired Qualifications:

• Energetic individual that is self-motivated, coachable and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs, delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication​

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

• Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables
• Provides day-to-day training and coaching to team while addressing employee inquiries and escalations
• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
• Conducts quality assurance reviews and provides routine supervisory manager approvals
• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
• Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Written Communications
• Account Management
• Analytical Thinking
• Coaching
• Mentoring
• Research
• Result Orientation

• Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts
• Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners
• Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors
• Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory
• Document and summarize team issues in a logical easy to read manner
• Support quality assurance routines as needed depending on volumes.

• Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA)
• Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative
• Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment.
• Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables
• Proven experience with presenting and writing information clearly, concisely and grammatically correct
• Demonstrated experience with effectively reviewingdocuments/informationand quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
• Self-motivated, proactive and able work with minimal supervision

• Prior trade support experience
• Series 7 license
• Experience with Managed Products​

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Required Qualifications:

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
• Displays advancedindustry knowledge and understanding of investment products

Desired Qualifications:

• Energetic individual that is self-motivated, coachable and flexible in thought
• Enjoys a fast-paced environment with changing and evolving responsibilities
• Detail oriented
• Invested in personal development
• Consistently pursues client experience excellence
• Works quickly to fulfill client needs, delivering complex solutions
• Frequent communication and an abundance of discretion with sensitive information
• Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
• Professional verbal and written communication​​

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities:

This role is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening existing relationships. In addition, these individuals will partner with product specialists and service partners by making

recommendations and creating customized treasury solutions that meet client needs.

• Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing the Private Bank portfolio.

• TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities; have the opportunity for early and direct client facing experience, through participation in client meetings.

• They will partner with Private Banking TSOs, Private Bankers and their Teams, Product Solutions Specialists, Dedicated Service and Implementation Advisors and other partners to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.

• TSAs work closely with TSOs to develop and execute a portfolio growth strategy.

• Additional collaboration with Liquidity, Investment, CashPro partners is expected in support of TSO-defined client objectives.

• TSAs will develop and maintain strong, differentiated client relationships, provide treasury industry expertise and have a broad understanding of bank structure and the operational aspects of global cash management products and services.

Job Qualifications:

• 1+ years of treasury management/banking experience or successful completion of training program

• Broad familiarity with treasury management products, services and trends

• Strong interpersonal skills

• Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings

• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure

• Strong, disciplined organizational and time management and prioritization skills

• Collaborative approach to business in support of close team environment

• Excellent verbal and written communication skills

• High degree of competence with MS Excel, Word and PowerPoint

• Availability for occasional business travel and independent client calling as needed/approved

• Bachelor's degree or equivalent work experience

Skills:

• Account Management

• Client Management

• Customer and Client Focus

• Oral Communications

• Presentation Skills

• Critical Thinking

• Data Management

• Portfolio Analysis

• Problem Solving

• Relationship Building

• Active Listening

• Analytical Thinking

• Collaboration

• Prioritization

• Written Communications

This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process.

Responsibilities:

• Consults with client through implementation of treasury product package
• Facilitates internal and external client calls to work through implementation requests for successful completion
• Troubleshoots research, and responds to internal client team requests for resolution
• Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client

Required Skills & Abilities:

• 6 - 12+ month of experience in the Banking/Financial industry,
• 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 Skills & Abilities:

• 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 allImplementation/Fulfillmentquestions and issues.
• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.

Skills:

• Attention to Detail
• Client Management
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Analytical Thinking
• Critical Thinking
• Written Communications
• Active Listening
• Collaboration
• Problem Solving
• Stakeholder Management

This job is responsible for overseeing the day-to day transaction processing operations function, and ensuring the team executes operations tasks with accuracy, timeliness and quality service. Key responsibilities include employee training, coaching, addressing employee inquiries, escalations, approvals, and team supervision ensuring accurate process execution. Job expectations include maintaining service quality, accuracy and escalating issues to management, as needed.

Responsibilities:

• Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables
• Provides day-to-day training and coaching to team while addressing employee inquiries and escalations
• Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate
• Conducts quality assurance reviews and provides routine supervisory manager approvals
• Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions
• Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Written Communications
• Account Management
• Analytical Thinking
• Coaching
• Mentoring
• Research
• Result Orientation

Line of Business Job Description:

• Possesses and maintains a full understanding of the end-to-end process for the team including but not limited to understanding the client experience, the products, the process flow, the systems, the control points, the risks, and the metric targets
• Serves as the first line of support for Transaction Management Representatives and Operations Analysts with training, answering questions, escalations or obstacles when executing the process
• Coaches and supports Transaction Management Representatives and Operations Analysts as needed to drive team and individual performance goals
• Serves and the manager’s back up, proxy and partner in creating an inclusive and engaged team
• Builds rapport and effective relationships with all team members, manager and all partners needed to resolve issues within the process or gain approval for exceptions
• Adapts and helps team members adapt to ever changing products and services
• Complies with all Bank of America policies

Required Skills:

• Problem Solving: ability to draw upon past knowledge and experiences to find a solution and define a path of action
• Coaching: ability to support a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance
• Decision Making: ability to objectively select an optimal course of action within an acceptable timeframe, applying experience, data and facts
• Drives Engagement: ability to motivate others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes
• Relationship Building: ability to develop, establish, and maintain ethical connections and long term strategic relationships with individuals throughout the company to assist in achieving work-related goals and business objectives and to enhance decision making in business units throughout an organization
• Prioritization: ability to exercise conscious control of time spent on multiple activities while handling competing priorities and organizing and delegating the work to increase effectiveness, efficiency, and productivity
• Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
• Proficient with MS Office ​