Treasury F&S Advisor

Job Description:Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.Required Skills:Presentable, confident and client focusedClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervisedCandidate will be able to manage own time and know when to escalateAbility to engage with customers, begin a conversation, build rapport, and handle objectionsComfortable receiving ongoing performance feedback and coachingComfortable with ongoing change and learning new technology/processesAbility to analyze and resolve customer inquiriesAbility to provide a positive customer experience through creative solutionsAt least an intermediate ability in computer skillsAbility to navigate multiple computer systems while interacting with the customerComfortable receiving ongoing performance feedback and coaching** Must Speak and write fluently in English and Portuguese. Spanish is a plus**Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment 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 baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.Required Skills:Presentable, confident and client focusedClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervisedCandidate will be able to manage own time and know when to escalateAbility to engage with customers, begin a conversation, build rapport, and handle objectionsComfortable receiving ongoing performance feedback and coachingComfortable with ongoing change and learning new technology/processesAbility to analyze and resolve customer inquiriesAbility to provide a positive customer experience through creative solutionsAt least an intermediate ability in computer skillsAbility to navigate multiple computer systems while interacting with the customerComfortable receiving ongoing performance feedback and coaching** Must Speak and write fluently in English and Portuguese. Spanish is a plus**Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment 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 baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldJob Band:H5Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Role Overview: Responsible for acting as the primary interface to med/high revenue clients. Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. Key Responsibilities: Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.Required Skills:Presentable, confident and client focusedClient facing experience or ability to conduct discussions with Clients in a confident mannerExcellent communications skills and ability to present to an audienceAbility to work under pressure in a team environmentAbility to liaise with all levels of the firm and people with different experiences and backgroundsSelf-motivated and able to work unsupervisedCandidate will be able to manage own time and know when to escalateAbility to engage with customers, begin a conversation, build rapport, and handle objectionsComfortable receiving ongoing performance feedback and coachingComfortable with ongoing change and learning new technology/processesAbility to analyze and resolve customer inquiriesAbility to provide a positive customer experience through creative solutionsAt least an intermediate ability in computer skillsAbility to navigate multiple computer systems while interacting with the customerComfortable receiving ongoing performance feedback and coaching** Must Speak and write fluently in English and Portuguese. Spanish is a plus**Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutionsExcels in working among diverse viewpoints to determine the best path forwardExperience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment 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 baseBelieves in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the worldShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29