Treasury Fulfillment Advisor
Tasks
- Act as primary interface to treasury clients
- Coordinate cash management card merchant and depository implementations
- Engage stakeholders throughout implementation
- Escalate client issues to meet implementation timelines
- Facilitate client and internal calls for implementation requests
- Lead treasury product implementation
- Provide relationship management and servicing
- Provide technical assistance to internal partners and vendors
- Troubleshoot implementation issues and resolve requests
Perks/Benefits
- Flexible schedule
- Health and wellness support
- In-office culture
- Inclusive workplace
- Team collaboration
Skills/Tech-stack
Account Management | Active Listening | Analytical Thinking | Card services | Cash Management | Client Management | Critical Thinking | Merchant services | Metric tracking | Microsoft Excel | Microsoft Outlook | Microsoft PowerPoint | Microsoft Word | Problem Solving | Project Management | Stakeholder management | Treasury Management | Windows
Education
Regions
Countries
States
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