Treasury Management Training Administrator

Overview

The Treasury Management Training Administrator is responsible for performing various functions within Treasury Management including but not limited to coordinating and facilitating CNB Treasury Management product training (i.e. guidance on how to use and navigate the system). This is a crucial final step in the sales onboarding process that connects our clients to our products and the Bank. This role promotes an exceptional onboarding experience by leveraging one-on-one client training meetings to ensure a smooth transition for client utilization. The Treasury Management Training Coordinator customizes the clients training to match their level of experience with treasury management products aiming to ensure a positive experience upon activation. The role is responsible for leading client training sessions that may include multiple participants. Due to the virtual nature of these trainings it is essential that the Treasury Management Training Administrator effectively engage and captivate the audience practicing patience and empathy while ensuring clear communication and active participation throughout the sessions. This role requires ample coordination logistics communication follow-up and flexibility to ensure the clients attendance. This role is also responsible for assisting with system issues by sending internal and external notifications and updates on the issue and testing issue resolution. Additionally this role may assist with creating and / or updating client facing training materials.

Principal Duties & Responsibilities

• Follows policies procedures and exercises sound judgment to ensure client privacy. Executes bank security and fraud / loss prevention measures by quickly taking initiative to report suspected fraud and apply preventive measures such as disabling any compromised access or profiles gathering relevant information notifying CNBs fraud department and following up to ensure all steps recommended by CNBs fraud department are met prior to restoring any potentially compromised access.
• Reviews case documentation to determine if the correct access is enabled. Reviews Administrator and user form to proceed with training based on the established authority for the individual for whom training was requested.
• Timely follow-up and documentation in Elevate Case of follow-up efforts case status pending items etc.
• Delivers one-on-one client training sessions for OfficeDeposit (i.e. Remote Deposit Capture) Positive Pay Lockbox Remittance services as well as any other topics that arise during training and / or other Treasury Management Products that may require training. Facilitates ePartner Wire and ACH origination group training sessions for clients as needed.
• Accurately store all electronic documentation and training communication emails in their corresponding Elevate cases.
• Activates products requiring final steps prior to client utilization (i.e. Positive Pay) and ensures that the correct accounts and settings are provisioned. Sends client and internal communications once service is activated.
• Performs quality control review on activated Positive Pay services to confirm accuracy in activation and system settings for client usage.
• Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate.
• Updates department manager on cases requiring escalation is expected to put forth ideas about initiatives to maximize efficiency and minimize friction.
• Actively and accurately participate in product testing implementation and conversions as needed and required.
• Maintain knowledge of compliance risk and banking regulations. Reads bank bulletins pertaining to changes in policy and procedures.
• Completes other duties as required and / or assigned by manager.

Qualifications

Education

Special Instructions to Candidates

Required Experience :

Unclear Seniority

Key Skills

Information Management,Accounts Handling,Information Technology Sales,HVAC Design,Arabic Cuisine

Employment Type : Full-Time

Experience : years

Vacancy : 1