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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, ensuring high-quality service delivery while adhering to compliance and operational risk standards. Proficient in managing client inquiries and collaborating with internal teams to enhance business processes and client experiences.
Highest-signal resume keywords
Treasury Services ExpertiseClient Relationship ManagementOperational Risk ManagementBanking ExperienceCommunication Skills
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 OperationsOperational Risk ManagementCase ManagementClient ConsultationProcess ImprovementTime ManagementAttention to DetailProblem ResolutionSales Support
Soft Skills
Strong OrganizationProfessionalismIntegritySound JudgmentTeam Collaboration
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookCase Management ToolCommunication Channels
Industry Keywords
Wholesale PaymentsClient ServicesService-Level AgreementsCompliance RiskE-VerifyRight to Work
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 services usage, communication preferences, and response expectations
- Manage client cases, Outlook mailboxes, and service-request queues across multiple communication channels
- Listen to, research, analyze, and resolve complex client inquiries, escalating appropriately when needed
- Coordinate with internal technical and non-technical partners to facilitate issue resolution
- Act as the department subject matter expert on software systems and procedures supporting Deposit and Treasury products
- Assist management with planning and directing daily Client Services processing activities, staffing, and production levels
- Build professional relationships, protect client information, and deliver secure client experiences
- Adhere to service-level agreements and document client interactions in the case-management tool
- Support internal teammates with implementation, servicing, fulfillment requests, and status updates
- Provide visibility into request status and manage operational, process, and compliance risk
- Participate in client consultations to enhance sales opportunities or address servicing issues
- Contribute to reviewing, updating, and establishing procedures
- Partner with Sales, Relationship Managers, and other stakeholders to improve business processes and internal 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 judgment when communicating with clients
- Strong attention to detail
- High level of professionalism and integrity
- Knowledge of bank operations, risk and controls, and operational risk management methodologies
- Proficiency in Microsoft Word, Excel, Outlook, and the Internet
- English language fluency required
- EEO and work authorization compliance requirements, including E-Verify and Right to Work
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, prorated
- 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