Treasury Client Services Professional III

Bonus Type

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Client Services Professional III role operates in a hybrid capacity, with a primary emphasis on supporting the corporate card program. Additionally, this role includes responsibilities on the relationship-managed side of core treasury services, ensuring seamless coordination and support across both areas. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.

Team Culture

Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location.

 We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

 You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.

How You'll Spend Your Time

• You will ensure client satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests.
• You will work with Operations, Corporate Card partners in troubleshooting problems/streamlining operating procedures.
• You will continuously improve knowledge of required systems supporting corporate card clients.
• You will escalate operational problems with Corporate Card and RPA process.
• You will instruct users on how to perform technical tasks and use your judgment to initiate correct actions.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.

Working Conditions & Physical Requirements