A company is looking for a Treasury Management Implementation Specialist. Key Responsibilities Manage multiple queues and new product workflows within the CRM system for product setup and maintenance Review implementation packages for accuracy, follow up on missing documentation, and communicate setup status to sales officers Implement new products and services for clients, ensuring accuracy and recommending process improvements Required Qualifications Associate's degree in Accounting, Business, Economics, Law, Computer Science, or a related field required 4 to 6 years of Banking and Treasury Management experience required Experience in the banking industry with an understanding of basic banking operations and Treasury Management products Knowledge of relevant operating systems, applications, and Microsoft Office Ability to multitask and prioritize workflow in a fast-paced environment
Treasury Specialist • Oakland, California, United States