Treasury Sales Support Associate
UCBI
- Laurens, SC
- Permanent
- Full-time
- High school diploma or equivalent required; four-year degree in a business related field preferred or equivalent education and related training
- 3+ years’ experience banking required
- 3+ years’ customer service, call center, treasury management or operations experience required
- Excellent communication skills required
- Ability to multi-task required
- Strong computer and technology skills required
- Strong analytical and problem solving skills with demonstrated capacity for sound judgement
- Ability to work independently, be well organized, and manage detailed work assignments with a high degree of accuracy
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
- Interact, communicate and resolve problems for the bank’s largest and most complex corporate customers
- Ensure customer implementations are managed efficiently and effectively on behalf of the customer, bank and stakeholders (banker, treasury sales officer and operations)
- Address potential issues before they result in delays that will impact the customer or potential risk to the bank
- Maintain expertise on products and services offered by Treasury Management Services for ongoing implementation support
- Ensure all quality service level agreements related to implementation tasks and timelines are met
- Communicate with client to obtain any additional information required to complete implementation
- Complete all set up materials and agreements
- Secure appropriate signatures on all agreements as required
- Order and ship any necessary hardware
- Assist clients with installation of all hardware and software needed for service
- Provide client with walk-through and training on services
- Provide client with all necessary startup materials (user guides, manuals, instructions, etc.)
- Maintain client files with implementation documentation, including imaging into Director
- Serve as liaison client to TM Support Specialist when first account analysis statement is received
- Provide backup assistance to TM Support Specialist as required