Treasury Management Specialist

Location:
McLean, Richmond, or NYC most likely – hybrid

Duration: 12 Months – possibility for extension or conversion

Interview: 1 Video Round

• Operations experience in Treasury Management
• Someone who has done set-ups or back office related work
• Client support experience – someone who can assist customers, get them set up, train them, etc.

Sales experience within Treasury Management – still needs to be someone with operations experience as well

• The SBB Onboarding Specialist will possess an in-depth technical knowledge of Treasury Management products.
• Candidate will utilize their expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients.
• The SBB Onboarding Specialist will work closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation by improving client experience and increasing client retention rate through effective management of client implementations.
• The SBB Onboarding Specialist is responsible for implementing and directing all aspects of Treasury Management products and related service set-up for new and existing clients of Treasury Management Offerings.
• Acting as a central point of contact for the client throughout the implementation process, the Onboarding Specialist develops a customized plan for each client and directs junior resources and required internal partners (i.e., product, operations, technology, and risk) to ensure delivery of products and services is completed within agreed upon time frames, with full ownership of end-to-end process from client commitment to revenue generation.

EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans