As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in achieving new sales targets and portfolio growth objectives. Your responsibilities will include submitting high-quality implementation requests, providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring accurate billing, and guaranteeing that proper internal controls and policies are adhered to.
Job responsibilities
- Provide subject matter expertise, confirm scope, products, and services
- Initiate implementation requests for new business with clients
- Own process for simple implementations
- Join initial implementation calls for complex implementations to ensure accuracy of request
- Coordinate with Sales and implementation regarding potential client change requests
- Submit billing information; including billing adjustments
- Support ad-hoc requests (e.g., billing inquiries)
- Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience and apply required control procedures
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
- Superior verbal and written communication skills with the ability to mobilize internal networks and resources
- Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills