Treasury Solutions Specialist

Treasury Solutions Specialist

Job Overview

Location
Wyomissing, Pennsylvania
Job Type
Full Time Job
Job ID
36487
Date Posted
4 months ago
Recruiter
By Marina James
Job Views
128

Job Description

Treasury Solutions Specialist

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You\'ll be required to create an account or sign in to an existing one.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won\'t receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)


Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for working closely with Treasury Consultants and Treasury Analysts serving as the liaison between clients, Treasury Sales, and Treasury Operations. Handle treasury related support requests, issues and concerns.ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 

1. Work with associated business partners across both Lines of Business (LOBs) and Product Groups under the guidance of Treasury Consultants and Treasury Analysts

2. Work directly with clients and partner with Client Servicing partners, as needed, to resolve low to moderate client servicing problems

3. Coordinate Sales Implementation with Client Onboarding partners

4. Onboarding Systems entry, Salesforce entry and other sales tools support

5. Documentation gathering and submissions; partner with LOB Relationship Specialists to ensure accuracy and timeliness

6. Opportunity pipeline review and maintenance

7. Execution, Operation, Performance and Strategy functions

8. Involved in various projects as needed

9. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to senior leadership\'s attention

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. BA/BS degree or equivalent work experience

2. Proficient in Microsoft Office Tools (Word, Excel, etc.)

3. Strong analytical skills and attention to detail

4. Strong written and oral communication skills

5. Strong organizational and time management skills

Preferred Qualifications:

1. 2+ years of related financial work experience

2. Previous experience in Relationship Specialist role or Client Services 

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

Job ID: 36487

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