Treasury Management Implementation and Support Specialist $50k - $85kLos Angeles, CA
Direct Hire
We are looking for a Treasury Management Implementation and Support Specialist. This is a direct hire and is based in Los Angeles, CA.
Qualifications:
- Education: High school graduate. Some college preferred, but not mandatory.
- Experience: 3 - 5 years of Banking experience with an emphasis on implementing and onboarding customers on Treasury management products and services.
- Skills/Ability: Knowledge of banking regulations and Treasury Management products. Ability to work under pressure. Excellent customer service skills necessary. Ability to communicate effectively and tactfully with all levels of employees. Skillful in training others.
Responsibilities:
- Customer onboarding and implementation - responsible for driving implementation with customers and partners, which includes reviewing documentation for completeness and rectifying any discrepancies within the paperwork or document deficiencies by working with the TMS Officer, Customer or branch partner.
- Serve as the initial point of contact for customer support issues, acting as a triage, escalation, and issue owner for customers during implementation/onboarding process from inception to completion.
- Participate on Customer calls and provide support for special/complex customer implementations.
- Establishing post sales implementation timelines with customers.
- Assist with customer implementations and training as needed.
- Escalate implementation delays and missed SLA as appropriate.
- Act as a strong customer advocate by identifying and reporting enhancement opportunities to internal stakeholder teams.
- Being a role model and leader within the broader company.
- Assist Supervisors in providing guidance and direction to staff including training and development.
- Serve as a Subject Matter Expert ("SME") for various Treasury Management Products and Services.
- Assist with customer implementations and training as needed.
- Ensure processes meet regulatory and risk management requirements.
- Maintain logs, volume activity charts, records and provide management with (daily, weekly, and monthly) requested statistical data.
- Serve as backup for department supervisor when they are out of office.
Annual Base Salary Range for CA, CO, NJ, NY, WA: $65,000 to $77,500. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training and/or experience.
Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world. The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates. We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.
For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success. In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and Support needed to make it happen. We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.