Position: Treasury Implementation Advisor

Location: Onsite in Dorchester MA

Duration: 6 month contract to hire

(can be on contract up to 18 months can convert as early as 90 days*)

Pay: $28.00/hr

Role Overview - First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities

Manage dedicated email inbox, prioritize, client requests, case and implement eligible items

Create a case/package for tracking, monitoring and E2E resolution as applicable

Receive and respond to implementation requests received by email and questions from internal partners

Conduct limited research and respond to client and be able answer questions and inquiries

Utilize the various bank systems to support clients requests.

Required Skills

Client focused with the ability to conduct discussions with clients in a confident manner.

Excellent communications skills.

Ability to work under pressure in a team environment.

Ability to liaise with all levels of the firm and people with different experiences and backgrounds.

Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.

Previous Client Service experience.

Other Qualifications:

Embraces innovation and operational excellence.

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.

Excels in working among diverse viewpoints to determine the best path forward.

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world