Treasury F&S Advsr/Servicing (Client Education)

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Job description

Job Description:

Role Overview:
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
Business Specific Responsibilities:
This is a training position. Responsible for hosting training sessions, both webinars as well as one on one sessions for both internal and external customers.
• Host training session for both internal and external clients
• Assist with scheduling training for the team
• Monitoring the email box and responding to inquiries either via phone or email
• Create PowerPoint training decks for new products/features
• Maintain training decks as well as assisting with keeping guides updated
Required Qualifications:

• 2-3 years' experience managing and/or consulting with business clients
• Requires excellent communication and presentation skills
• Ability to engage clients with a goal of making clients self-sufficient in using the Card Product platforms including Works and GRAM
• Probing and consulting skills
• Problem solving and analytical skills
• Time management and organizational skills with the ability to prioritize
• Technical skills and ability to navigate client and bank operating system
• Expertise with standard business technology and software
• Strong written and oral communication skills
• Interpersonal skills: ability to actively listen and develop trust and credibility
• Treasury Management and Card Product knowledge
• Knowledge of Microsoft Office Suite

Desired Skills:

• Experience working in a Learning organization with e-learning design and development as an Instructional Designer, Technical Writer, or Instructional Technologist.
• Bachelor and/or Master's level education in Learning, Instructional Design/Technology, English.
• Experience using Adobe products including Captivate, InDesign, Fireworks/ Photoshop or other graphic editing tools
• Experience in conducting hands on training via WebEx
• Previous experience implementing Card clients on Works or GRAM a plus

Other Qualifications:
∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
500
--> Job Description:

Role Overview:
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
Business Specific Responsibilities:
This is a training position. Responsible for hosting training sessions, both webinars as well as one on one sessions for both internal and external customers.
• Host training session for both internal and external clients
• Assist with scheduling training for the team
• Monitoring the email box and responding to inquiries either via phone or email
• Create PowerPoint training decks for new products/features
• Maintain training decks as well as assisting with keeping guides updated
Required Qualifications:

• 2-3 years' experience managing and/or consulting with business clients
• Requires excellent communication and presentation skills
• Ability to engage clients with a goal of making clients self-sufficient in using the Card Product platforms including Works and GRAM
• Probing and consulting skills
• Problem solving and analytical skills
• Time management and organizational skills with the ability to prioritize
• Technical skills and ability to navigate client and bank operating system
• Expertise with standard business technology and software
• Strong written and oral communication skills
• Interpersonal skills: ability to actively listen and develop trust and credibility
• Treasury Management and Card Product knowledge
• Knowledge of Microsoft Office Suite

Desired Skills:

• Experience working in a Learning organization with e-learning design and development as an Instructional Designer, Technical Writer, or Instructional Technologist.
• Bachelor and/or Master's level education in Learning, Instructional Design/Technology, English.
• Experience using Adobe products including Captivate, InDesign, Fireworks/ Photoshop or other graphic editing tools
• Experience in conducting hands on training via WebEx
• Previous experience implementing Card clients on Works or GRAM a plus

Other Qualifications:
∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
500
Job Description: Role Overview:
Primary point of contact for high revenue clients, responsible for day to day servicing of treasury, cash management, card and/or depository products and services of varying complexity. Provides relationship management, servicing and technical assistance to internal business partners to resolve complex, unique client requests. Key Responsibilities: Receive and respond to requests received by phone, email from clients and internal partners; Perform Quality Assurance functions to ensure high risk processes are completed per procedure; Research complex issues raised by clients working with the banks card platforms that are not resolved by first point of contact; Work closely with technical partners both internally and externally to resolve clients issues.
Business Specific Responsibilities:
This is a training position. Responsible for hosting training sessions, both webinars as well as one on one sessions for both internal and external customers.
• Host training session for both internal and external clients
• Assist with scheduling training for the team
• Monitoring the email box and responding to inquiries either via phone or email
• Create PowerPoint training decks for new products/features
• Maintain training decks as well as assisting with keeping guides updated
Required Qualifications:

• 2-3 years' experience managing and/or consulting with business clients
• Requires excellent communication and presentation skills
• Ability to engage clients with a goal of making clients self-sufficient in using the Card Product platforms including Works and GRAM
• Probing and consulting skills
• Problem solving and analytical skills
• Time management and organizational skills with the ability to prioritize
• Technical skills and ability to navigate client and bank operating system
• Expertise with standard business technology and software
• Strong written and oral communication skills
• Interpersonal skills: ability to actively listen and develop trust and credibility
• Treasury Management and Card Product knowledge
• Knowledge of Microsoft Office Suite

Desired Skills:

• Experience working in a Learning organization with e-learning design and development as an Instructional Designer..... click apply for full job details
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