4 дня назад
Account Manager II – Treasury Management Specialty Services (Treasury Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Manager II – Treasury Management Specialty Services (Treasury Management): Managing complex treasury management client relationships and servicing requests with an accent on proactive communication, escalation handling, and cross-functional coordination. Focus on negotiating servicing agreements, analyzing client requirements, tracking account metrics, and resolving high-severity implementation and production issues.
Location: Home Location-PA (PAH01); remote work may be available in select geographic locations with approval, and occasional in-office participation may be required.
Company
is a financial services organization providing banking and treasury management solutions.
What you will do
- Develop and maintain long-term treasury management client relationships.
- Own client requests end-to-end, provide consultative support, and coordinate with operational servicing units.
- Serve as the primary contact for client matters and identify additional servicing opportunities.
- Participate in servicing agreement and fee negotiations, including contract reviews with clients and in-house counsel.
- Analyze and document client requirements, forecast account metrics, and coordinate customization and implementation needs.
- Manage contracted processes and resolve implementation, production, and high-severity service issues.
Requirements
- University or college degree, typically a bachelor's degree, or a comparable combination of education, certification, and experience.
- 3+ years of relevant or direct industry experience.
- Experience independently managing complex client relationships and servicing needs.
- Strong account management, customer relationship management, communication, negotiation, decision-making, and critical-thinking skills.
- Ability to manage multiple priorities in a fast-paced environment and demonstrate autonomy, influence, and proactive service delivery.
- Remote work requires an approved quiet, secure, and confidential home-based workspace; occasional office attendance may be required.
Nice to have
- Treasury management experience.
- Client counseling, sales operations, go-to-market strategy, influencing, and relationship-building experience.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and employee contribution.
- Full-time benefits may include medical, dental, vision, life and disability insurance, HSA, 401(k) matching, pension, and stock purchase plans.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement may be available.
- Paid time off may include parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
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