Act as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant, and depository products and services
Job Summary
Act as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant, and depository products and services.
Provide relationship management, servicing, and technical assistance to internal business partners and vendors to ensure a timely and smooth implementation process.
Consult with clients through the implementation of treasury product packages, facilitate client calls, and troubleshoot requests for resolution.
Matching Summary
Act as the primary interface to Treasury clients, leading and coordinating the implementation of complex treasury, cash management, card, merchant, and depository products and services.
Skills & Requirements
Must-have
Treasury client interface
Product implementation coordination
Relationship management
Technical assistance
Client and stakeholder engagement
Problem-solving and analytical skills
Nice-to-have
Client relationship building
Adaptability and flexibility
Collaboration and teamwork
Attention to detail
Customer and client focus
Key Requirements
1+ years prior banking experience
Treasury Management products knowledge
Project management experience
Proven client interaction abilities
Comfortable leading complex project calls
Ability to hold partners accountable for deadlines