Treasury Fulfillment Advisor
Tasks
- Act as primary interface to treasury clients
- Coordinate cash management card merchant and depository product rollout
- Engage stakeholders throughout the implementation process
- Facilitate client calls for implementation requests
- Interpret bank legal documentation
- Lead treasury product implementation
- Provide relationship management and technical assistance to internal partners
- Troubleshoot issues and resolve client implementation needs
Perks/Benefits
Skills/Tech-stack
Account Management | Card Processing | Cash Management | Client Management | DDA | Depository Services | Document Management | Merchant services | Microsoft Excel | Microsoft Outlook | Microsoft PowerPoint | Microsoft Word | Problem Solving | Stakeholder management | TM platform | Treasury Products
Education
N/A
Roles
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