What are the responsibilities and job description for the Treasury Sales Support Associate - AL, TN, SC, and GA areas position at UNITED COMMUNITY BANK?
Summary
The Treasury Sales Support Associate is responsible for ensuring the seamless implementation of Treasury Management products and services. This includes managing additions, deletions, and changes, completing and validating setup forms and agreements, and delivering fulfillment materials to clients. The role also involves transitioning clients to the Treasury Management (TM) Support Team. Additionally, the associate must identify individual customer needs and collaborate with the Treasury Officer to provide tailored solutions.
Customer Interaction and Problem Resolution
- Interact, communicate and resolve problems for the bank’s largest and most complex corporate customers.
- Serve as liaison client to TM Support Specialist when first account analysis statement is received.
- Provide backup assistance to TM Support Specialist as required.
Implementation Management
- Ensure customer implementations are managed efficiently and effectively on behalf of the customer, bank, and stakeholders (banker, treasury sales officer, and operations).
- Address potential issues before they result in delays that will impact the customer or potential risk to the bank.
- Ensure all quality service level agreements related to implementation tasks and timelines are met.
- Communicate with client to obtain any additional information required to complete implementation.
- Complete all set up materials and agreements.
- Secure appropriate signatures on all agreements as required.
- Order and ship any necessary hardware.
- Assist clients with installation of all hardware and software needed for service.
- Provide client with walk-through and training on services.
- Provide client with all necessary startup materials (user guides, manuals, instructions, etc.).
- Maintain client files with implementation documentation, including imaging into Director.
Product and Service Expertise
- Maintain expertise on products and services offered by Treasury Management Services for ongoing implementation support.
Education
- High school diploma or equivalent required.
- Four-year degree in a business-related field preferred or equivalent education and related training.
Experience
- 3 years’ experience in banking required.
- 3 years’ experience in customer service, call center, treasury management, or operations required.
Skills
- Excellent communication skills required.
- Ability to multi-task required.
- Strong computer and technology skills required.
- Strong analytical and problem-solving skills with demonstrated capacity for sound judgment.
- Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy.
Training
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.
- Participate in internal and external training programs, online training, meetings, and seminars/conferences.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
