Analyst, BB TM Implementation
Connecticut, United States of America
Full Time
3 weeks ago
$67,000 - $75,000 USD
Visa Sponsor
Key skills
SalesforceCommunicationPresentation Skills
About this role
Role Overview
- Facilitate implementation of processes, guiding clients through system setup, documentation validation, and configuration assessments while ensuring full compliance with regulatory and bank-specific standards.
- Facilitate the seamless delivery and ongoing maintenance of treasury management solutions, prioritizing exceptional client onboarding experiences and sustained satisfaction.
- Manage a dynamic pipeline of implementation and service tasks, swiftly addressing escalated issues and efficiently supporting daily operations, with continuous monitoring and resolution tracking in Salesforce.
Requirements
- 3-4 years Working knowledge of Treasury Management Products and Services
- Knowledge of Treasury Management products and services
- Proficient organizational skills and attention to detail
- Ability to work independently with minimal supervision
- Commitment to quality and continuous improvement
- Proficient Customer Service skills
- Proficient communication and presentation skills
- H.S. Diploma or General Education Degree (GED) required
- Associate’s Degree (AA) preferred
- Bachelor’s Degree in Arts/Sciences (BA/BS) preferred
Benefits
- Incentive compensation