Liaison between treasury management and operations
Service existing and prospective customers
Prepare treasury management work orders
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.
Coordinate RM and Sales activities for required Tier II guidance lines for TM/Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval.
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
Liaison between Treasury Management and Operations
Service existing and prospective customers
Prepare Treasury Management Work Orders
Monitor and track implementation
Review TM/Merchant agreements
Coordinate exception pricing
Nice-to-have
High level of independence
Research and resolve issues independently
Keep abreast of product lines and regulations
Key Requirements
Associates Degree
3 years Treasury Management/Merchant customer service or onboarding experience