FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Services and client relationship management, with a strong focus on operational risk management and compliance. Proficient in utilizing case management tools and Microsoft Office Suite to enhance service delivery and client satisfaction.
Highest-signal resume keywords
Treasury Services ExpertiseClient Relationship ManagementOperational Risk ManagementCase Management Tools ExperienceBanking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury ServicesBank OperationsRisk Management MethodologiesProject ManagementConsultingCase Management ToolsMicrosoft WordMicrosoft ExcelMicrosoft OutlookBusiness Correspondence
Soft Skills
Strong Organization SkillsTime ManagementExcellent Communication SkillsAttention to DetailProfessionalism
Tools & Technologies
SalesforceCase Management Tools
Industry Keywords
Wholesale PaymentsClient ServicesService-Level AgreementsOperational RiskCompliance Risk
About the role
Key responsibilities & impact- Serve as the direct point of contact for an assigned portfolio of high-value Wholesale Payments clients
- Provide white-glove service by understanding clients’ businesses, contacts, Treasury Solutions and Deposit service usage, communication preferences, and desired response style
- Listen to, analyze, research, and resolve client inquiries and complex requests
- Support clients through multiple communication channels
- Escalate issues appropriately and manage client expectations
- Coordinate with internal technical and non-technical partners to facilitate resolutions
- Manage cases, queues, and Outlook mailboxes for service requests
- Act as the department subject matter expert on software systems and procedures for Deposit and Treasury product implementation, delivery, and support
- Assist management with planning and directing daily Client Services processing activities, staffing, and production levels
- Build professional relationships while protecting client information
- Adhere to service-level agreements and accurately document client interactions in the case management tool
- Support internal teammate inquiries regarding implementation, servicing, fulfillment, and status updates
- Prioritize and manage numerous complex tasks under deadline pressure
- Provide request-status visibility and transparency to internal stakeholders
- Help manage or escalate concerns and reduce operational, process, and compliance risk
- Participate in client consultations to enhance sales opportunities or address servicing issues
- Review, update, and establish procedures
- Partner with Sales, Relationship Managers, and other stakeholders to improve business processes and relationships
Requirements
What you’ll need- Bachelor’s Degree in a business-related field or equivalent education and related training
- Five years of banking experience, including two years in a treasury-related role
- 1+ years of in-depth experience with treasury services from a product, sales, technical, or operational perspective
- Ability to work independently and as a team
- Strong organization and time management skills
- Ability to manage multiple time-sensitive responsibilities in a high-pressure environment
- Excellent written and verbal communication skills
- Ability to communicate professionally by telephone or in person and write business correspondence
- Ability to manage daily activities in a fast-paced, changing environment
- Sound decision-making and judgment when communicating with clients
- Strong attention to detail
- High level of integrity and professionalism with clients, teammates, and management
- Knowledge of bank operations, risk and controls, and operational risk management methodologies
- Proficiency in Microsoft Word, Excel, Outlook, and Internet use
- English language fluency required
- Ability to work 1st shift in the United States of America
- Experience with case management tools such as Salesforce preferred
- Project management, consulting, or management experience preferred
- Risk management experience preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- No less than 10 days of vacation during the first year of employment, prorated based on date of hire and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan, depending on position and division
- Restricted stock units, depending on position and division
- Deferred compensation plan, depending on position and division