6 дней назад
Treasury Management Relationship Support Specialist (Fintech)
50 500 - 63 650$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Treasury Management Relationship Support Specialist (Treasury Management/Banking): Supporting Treasury Management Relationship Managers and clients by preparing account structures, pricing proformas, proposals, onboarding documentation, and service reporting with an accent on client support, implementation accuracy, and sales enablement. Focus on researching client and product information, coordinating onboarding and training, resolving escalations, and maintaining service-level compliance.
Location: Ridgeland, Mississippi, United States
Salary range target: $50,500–$63,650 USD annually.
Company
provides banking and treasury management services to business clients.
What you will do
- Support Treasury Management Relationship Managers in preparing and executing sales activities.
- Prepare account structures, pricing proformas, presentation materials, and client research.
- Research treasury management products and coordinate with product teams to address client inquiries.
- Manage new client onboarding, including documentation, implementation requests, training confirmation, and satisfaction tracking.
- Serve as an escalation point for client support and ensure accurate, timely reporting.
- Monitor implementation quality and adherence to service-level agreements while coordinating with Commercial and Treasury Management Relationship Managers.
Requirements
- High school diploma or GED.
- Three years of prior banking, sales, or sales support experience.
- Ability to collaborate with internal partners, research and analyze data, and derive facts.
- Ability to prioritize and track assignments.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Strong presentation, verbal, and written communication skills.
Nice to have
- Bachelor’s degree.
- Bilingual ability.
- Understanding of working capital.
Culture & Benefits
- Full-time position with overtime eligibility for hours worked over 40 per week under the Fair Labor Standards Act.
- Paid vacation and sick time.
- 401(k) with company match.
- Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
- Parental leave, employee assistance program, and associate volunteer program.
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