Associate CS Treasury Management
Core
Acts as initial contact for complex client or partner inquiries for bank products and services, gathering and analyzing data to identify and solve complex problems that arise with little or no precedent.
Role type
Senior IC client services specialist (Treasury Management)
Builds
Client account set-up solutions and processing improvements
Domain
Banking / Treasury Management
Deliverable
client delivery
Required skills
Analytical skills, organizational skills, sales skills, negotiation skills, communication skills
Preferred skills
Knowledge of bank products, experience with Treasury Management products
Responsibilities
Respond to complex client inquiries, analyze inquiry reports to identify trends, recommend process enhancements, initiate client communication for cross-selling, participate in client meetings, perform in a leadership capacity for escalations and training