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Date : Feb 20, 2025 Location :
Miami Lakes, FL, US, 33016
display : inline; } Company : Popular Workplace Type : Hybrid
Treasury Management Associate
Treasury Management SF
Responsible for maintaining a high level of expertise in the products and services designed for business customers and serves as a resource to clients by providing professional, efficient customer service. Provides problem resolution to customers in support of customer retention and satisfaction.
In this position, you will :
Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions.
Assist with the preparation of proposals, pro formas, and other sales and marketing materials to be used in the cash management sales process
Work with Cash Management Manager, Commercial Lenders, Branch Managers, and other bank sales personnel with client discussions involving Cash Management product / service selection
Communicate with potential and / or existing cash management clients to finalize product / service requirements and gather appropriate agreements and enrollment forms
Coordinate and manage the implementation process for all cash management products and services. This includes facilitating the initial setup, testing, and start of production with bank departments (such as Online Banking, IPS, Electronic Banking, and Bookkeeping) and the client
Monitor the implementation process and report problems / delays to Cash Management Manager
Monitor account analysis billing process to ensure it is functioning properly post-implementation
Provide Cash Management product and service support, perform problem resolution and trouble-shooting activities in a structured format to all customers
Provides training to customers for all cash management products and services
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