Treasury Services Client Advocate 1
Core
Support clients through the onboarding, transition, and optimization of Treasury Management products and services.
Role type
Client Advocate (Treasury Services)
Builds
Treasury Management product implementations and client adoption
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Treasury product knowledge, client onboarding coordination, training delivery, issue resolution, regulatory compliance, project management
Preferred skills
Experience with digital banking platforms, RFP support
Responsibilities
Coordinate onboarding and transition activities for new clients, Provide clients with required onboarding communications and training, Serve as a resource for product inquiries and troubleshooting, Conduct follow-up to confirm successful setup, Perform periodic service reviews to assess client satisfaction, Support sales teams with RFP responses
