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Date : Feb 18, 2025 Location :
New York, NY, US, 10004
display : inline; } Company : Popular Workplace Type : Hybrid
Treasury Management Associate
Treasury Management II
The Treasury Management Associate is responsible for supporting various activities involving Treasury Management products, including new service implementation, product training, and ongoing product or service maintenance and technical support.
The role is specifically accountable for the successful and efficient execution of implementation requests and related activities while ensuring excellent client experience.
In this position, you will :
Participate in implementation calls with Treasury Management Sales, Relationship Managers, Branch Managers, and Branch Staff when implementation expertise is required. Effectively manage internal and external client expectations through clear and concise communications
Review and validate service implementation requests and accurately enter specifications into the appropriate application(s) for fulfillment. Obtain the necessary agreements, contracts, and approvals
Provide timely and accurate status updates to clients and internal business partners. Utilize implementation plans for all large implementations. Communicate with customers throughout the implementation process and to schedule telephone / webinar training
Provide technical training demonstrations via web conferencing and on site as requested
Monitor the status of service implementation through completion
Properly document specifications for standard, complex, customized implementations and effectively coordinate communications with all required parties to ensure successful, timely completion. Partner with Sales & Product Mgmt. to resolve complex customer needs
Facilitate ongoing product and service maintenance requests. Follow up with clients in a consistent and timely manner, demonstrating a commitment to ensuring client satisfaction
Provide guidance regarding service implementation process to clients and / or other areas of the Bank. Handle implementation or training phone inquiries from branch and customers and propose solutions as appropriate
Help identify client product and service needs to refer to the Treasury Management Sales Officers
Proactively escalate issues to eliminate / minimize client impact. Communicate all customer service-related issues affecting implementation or maintenance processing to Product Management and Operation
Bring to the attention of Sales and Product Management any information received from a client while conducting client service business that would indicate a risk or an opportunity to the Bank
Prepare, analyze, and maintain reports related to implementation and training. Assist Product Managers in the testing, implementation, and documentation of all products, system, and operational changes
Update and maintain all documented implementation forms and training procedures. Proactively identify opportunities to streamline / improve processes where feasible
Respond to client concerns in a professional manner that conveys competence, respect, and the value of the client relationship
Provide ongoing support to clients on all activity related to treasury management services and / or other daily bank operational needs
Willing to assist with department activities as assigned by management
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