Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups
Job Summary
Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups.
Prepare Treasury Management/Merchant Work Orders using the Treasury Management Implementation Automation system (TMIA) and Technical Assistance Requests.
Ability to work with a high level of independence, under general supervision.
Matching Summary
Act as the liaison between Treasury Management/Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Commercial Banking and complex setups.
Salary
$26.00 - $43.34 Hourly (USD)
Skills & Requirements
Must-have
Treasury Management/Merchant service setup
Work order preparation
Agreement validation and processing
Exception pricing coordination
Independent research and issue resolution
Nice-to-have
Customer service excellence
Product knowledge
Internal policy adherence
External regulation awareness
Key Requirements
Associates Degree
3 years Treasury Management/Merchant customer service or onboarding experience