This position will be reporting to the GTP Onboarding Manager. Associate will coordinate the set-up of Global Transaction Payments (Treasury Management) products with the appropriate operations units. Associate will be familiar with the latest security controls offered by the Bank's application and be able to clearly communicate to the customer. Associate will have thorough knowledge of all treasury management products, which also includes set-up worksheets, Bank agreements, and system requirements. Associate will be responsible for timely and accurate set-up of account opening and online services to backend systems. Associate will be responsible to provide issue resolution related to Global Transaction Payments within the established guidelines. Be able to support customer training as well as support branches with GTP inquiries. Resolve issues/questions when the Sales Consultant is out of office and refer those as appropriate to partners or other departments for resolution. Job functions may vary and other duties assigned based on business need.
ResponsibilitiesAssociate must have strong knowledge of Treasury Management products and services. Strong technical aptitude, ability to organize and coordinate multiple assignments and follow through to completion. Must be able to work under minimal supervision and work well under pressure. Ability to work in a fast paced environment focused on meeting or exceeding service level agreements. Ability to work well with Product Management, Sales, customers, and technical system staff to resolve issues and problems along with identifying enhancements and opportunities. Must be able to work a flexible schedule, including overtime. Good written and oral communication skills required. Strong reasoning and analytical skills. Strong problem solving skills and ability to resolve complex issues must be PC literate and able to trouble-shoot routine PC challenges.
65% - Implementation & Product Setup
Review customer requests and documentation for completeness. Rectify any discrepancies within the paperwork or document deficiencies by working with GTP Sales, Line Officer, or Customer. Refer unresolved issues to appropriate Operations areas or escalate to management and track until resolved. Serve as the subject matter expert on system capabilities, set-up worksheets, and Bank agreements related to establishing GTP services. Ensure timely setup of services to meet or exceed department service level agreements and monitor the transition of service implementations from sales officers through complete setup and customer usage satisfaction. Must maintain a thorough knowledge of Account Analysis and be able to research billing inquiries and clearly communicate findings.
25% - Customer and Business Unit Support
Support the Bank's initiatives for centralized customer on-boarding by functioning as the coordinator of the GTP client on-boarding process. Provide extraordinary support to line officers when on-boarding new client relationships. Collaborate with business units to smoothly and efficiently on-board new client relationships. Provide ongoing status of activity, identifying error impact, timeliness, and quality concerns. Function as a GTP contact for maintenance. Participate in sales meeting and provide recommendations that may assist in generating new revenue including educating bank employees with processes related to onboarding.
10% - Compliance and Risk
Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Banks Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk. Must complete all Bank/Departmental certifications timely
Qualifications 5+ years of customer service experience. 5+ years of Treasury Management experience. 5+ years of Banking Experience High School Diploma required. College education preferred. Compensation The base pay range for this position is USD $30.00/Hr. - USD $42.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. Options Apply for this job onlineApplyShareEmail this job to a friendRefer <p style="margin: 0px;"><span style="color: #54585a;">Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.</span></p> Share on your newsfeedEast West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law. Application FAQs
Software Powered by iCIMS
www.icims.com