Treasury Fulfillment Advisor

Job Description:

Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process.

Key Responsibilities:

• Provide a consultative approach to client through implementation.
• Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills.
• Troubleshoot, research, and respond to internal client team requests.
• Engage key stakeholders throughout the implementation process.
• 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 all Implementation/Fulfillment questions and issues.

• 1-2 years of work experience in the Banking/Financial industry.
• Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.
• 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.

• Treasury industry work experience.