Plano, TX, United States
12 hours ago
Treasury Sales Support Associate

Are you customer focused, enjoy building relationships and leading a team? You have found the right team.  As a Treasury Services Support Associate within the Treasury Services organization, you will play a crucial role in promoting new sales targets and achieving portfolio growth objectives by successfully submitting high-quality implementation requests. The position is primarily geared to providing support to Treasury Management Officers (TMOs) for initiating implementations, ensuring correct billing, guaranteeing proper internal controls and policies are followed.

This role allows an individual to develop working knowledge of Treasury Services products and skills over time for a successful career within many other Treasury Management functions, Implementations, Product, Risk and Controls, and/or Client Service.

Job Responsibilities 

Provide subject matter expertise, confirm scope, products, and servicesInitiate implementation requests for new business with clientsOwn process for simple implementationsJoin initial implementation calls for complex implementations to ensure accuracy of requestCoordinate with Sales and implementation regarding potential client change requestsSubmit billing information; including billing adjustmentsSupport ad-hoc requests (e.g., billing inquiries)Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experienceApply required control procedures

Required qualifications, capabilities, and skills 

Bachelor's Degree RequiredDemonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and proceduresSuperior verbal and written communication skills with the ability to mobilize internal networks and resourcesTime management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environmentHighly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
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