Treasury Fulfillment Advisor

Job description

• Responsible for acting as the primary interface to med/high revenue clients.
• Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services.
• Provide relationship management, servicing, and technical assistance to internal business partners/vendors to ensure a timely and smooth implementation process

Key responsibilities

Provide a consultative approach to client through implementation. Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills. Troubleshoot, research, and respond to internal client team requests.

Engage key stakeholders throughout the implementation process. Associates in this role are directly aligned to a sales team and provide dedicated Treasury Product implementation support for the Sales team's entire book of clients. Associates meet with their aligned sales partners on a weekly (if not more frequent) basis to discuss all work in the pipeline.

Associates conduct Client facing calls and are in frequent and direct communication with clients. Associates run point for Sales/Clients on all work and interactions needed with Treasury Operations and Technology teams as clients are implementing complex Treasury products. Associates develop working relationships w/Clients and can be a primary point of contact for Clients on all Implementation/Fulfillment questions and issues.