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Posted: 9/16/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Services and client relationship management, ensuring high-quality service delivery and effective communication with high-value clients. Proficient in managing complex client inquiries and operational risk while adhering to service level agreements.
Highest-signal resume keywords
Treasury Services ExpertiseClient Relationship ManagementBank Operations KnowledgeCase Management Tool ExperienceRisk Management Experience
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, and resolve client inquiries or escalate them appropriately
- Support clients through multiple communication channels
- Research complex issues and facilitate resolutions with internal technical and non-technical partners
- Assess complex client requests, gather information, identify solutions, manage expectations, and determine when escalation is required
- Manage cases and Outlook email boxes and document client interactions in the case management tool
- Cover mid- to large-sized or moderately complex clients, accounts, or internal relationships
- Act as the subject matter expert on department software systems and procedures for Deposit and Treasury product implementation, delivery, and support
- Assist management with planning and directing daily Client Services processing activities
- Build professional relationships, anticipate client requests, and protect client information
- Adhere to service level agreements and meet deadlines
- Support internal teammate inquiries regarding implementation, servicing, fulfillment requests, and status updates
- Manage queues for service requests submitted through case management and Outlook mailboxes
- Contribute to reviewing, updating, and establishing procedures
- Participate in client consultations to enhance sales opportunities or address servicing issues
- Maintain partnerships with Sales, Relationship Managers, and other stakeholders
- Help manage or escalate concerns and reduce operational, process, and compliance risk
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 part of 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 judgment when communicating with clients
- Strong attention to detail
- High level of integrity and professionalism
- Knowledge of bank operations, risk and controls, and operational risk management methodologies
- Proficiency in Microsoft Word, Excel, Outlook, and Internet use
- Experience with a case management tool such as Salesforce (preferred)
- Project management, consulting, or management experience (preferred)
- Risk management experience (preferred)
- English language fluency required
- Must be able to work 1st shift in the United States of America
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
- At least 10 days of vacation during the first year of employment, prorated as applicable
- 10 sick days, prorated as applicable
- 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
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 ServicesBanking ExperienceCase ManagementProject ManagementOperational Risk ManagementMicrosoft WordMicrosoft ExcelMicrosoft OutlookSalesforceBusiness Correspondence
Soft Skills
Strong Organization SkillsTime Management SkillsExcellent Communication SkillsAttention to DetailProfessionalism
Industry Keywords
Wholesale PaymentsClient ServicesService Level AgreementsOperational RiskCompliance Risk