Treasury Management Associate I

Treasury Management Associate I#26-11422
$20.00-$25.18 per hour
Los Angeles, CA
All On-site Job Description
No Supplier Call - Look for someone with strong Treasury, Customer Service, and call center experience.
Location - 100% Remote
Treasury Management Solutions Division
As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.
What you will do
Serves as primary contact via phone, for clients and various units in the research and resolution of problems and inquiries. Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions. Ensures client satisfaction.
Acts as liaison between client and other Bank units to resolve problems and comply with client requests.
Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts.
Facilitate and deliver virtual training conference calls.
Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements.
Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience. Accounting principles Internet Microsoft Office PC for Windows SAP software Comply with Bank and Industry Codes of Conduct Accounting Accounting principles and transactions Administration by attending educational workshops ERP platforms