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7 дней назад

Treasury Management Quality Improvement Analyst (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Treasury Management Quality Improvement Analyst (Fintech): Evaluating treasury management client interactions, onboarding quality, support tickets, and compliance documentation with an accent on quality control, training effectiveness, and commercial banking procedures. Focus on creating assessment rubrics, improving team knowledge, reviewing client implementations, and maintaining accurate tracking and regulatory processes.

Location: Hybrid role based in Winter Haven, Port St. Lucie, Orlando, St. Petersburg, Fort Lauderdale, or Trinity, Florida, or Augusta, Georgia, United States. Remote work is available at times from a secure home office; travel to meetings may be required.

Company

hirify.global is a community-focused financial institution providing banking and treasury management solutions across the South and beyond.

What you will do

  • Evaluate support calls and tickets for communication quality, technical accuracy, customer service, and policy compliance.
  • Review client onboarding, implementation quality, treasury management documentation, and internal procedures.
  • Create quality control rubrics, training objectives, questionnaires, and educational materials.
  • Maintain monitoring logs and provide treasury management subject matter expertise to internal staff.
  • Collaborate with treasury leadership on procedures, team development, and special projects.
  • Maintain technical knowledge of treasury products, pricing, systems, data transmissions, file formats, and protocols.

Requirements

  • Bachelor’s degree or equivalent experience.
  • At least 2 years of banking experience and 2 years of related treasury management product support or implementation experience.
  • Knowledge of treasury management products, services, procedures, bank operating systems, and commercial banking practices.
  • Strong communication, analytical, organizational, and attention-to-detail skills.
  • Proficiency with personal computers, Microsoft Office, and departmental software.
  • Ability to work from a secure, quiet home office with a reliable private cable or fiber internet connection when working remotely.

Nice to have

  • Experience analyzing commercial relationships, strategic sales planning, and client issue resolution.

Culture & Benefits

  • Required annual compliance training and new employee orientation.
  • Private office environment with access to heated and cooled facilities.
  • Flexibility to work remotely at times, subject to role and technology requirements.
  • Opportunities for professional training and cross-training.

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