Business Support Relationship Specialist - Treasury Management Support

Everbank Jacksonville , FL 32277

Posted 3 months ago

Job ID: 18006227 Company Name: TIAA Bank Description:

PRIMARY CHARACTERISTICS

The Business Banking Center Support Group is a team of associates responsible for implementing and supporting the TIAA Bank suite of business products for clients within the TIAA Bank enterprise. The primary responsibility of the Business Support Relationship Specialist is to accurately discern each client's Treasury Management needs (via interviews, transaction history, and modeling tools) and advise them as to the features and benefits of each product and/or service, prepare and track all necessary approval documentation, facilitate an error free and on-time implementation, and properly train the client to effectively utilize each service. The Business Support Relationship Specialist is also responsible for providing each client with ongoing support of all EverBank products and services in a manner that exceeds client expectations.

ESSENTIAL FUNCTIONS

  • Establish and maintain business relationships by evaluating client needs and recommending the appropriate Treasury Management products and/or services. Client interaction will primarily be via the telephone, email, and chat, but some face-to-face client interaction may be occasionally required.

  • Maintain expertise on all current TIAA Bank Treasury Management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.

  • Maintain expertise on the system functionality of all current TIAA BankTreasury Management and related applications so that client inquiries and reported issues can be responded-to quickly and accurately.

  • Facilitate the timely and accurate implementation and delivery of Treasury Management products and services by proactively interfacing and coordinating with the appropriate business units.

  • Understand and be able to explain the TIAA Bank service charge structure and methodologies including account analysis. Be able to explain fees, earnings credits, compensating balances, and account analysis system functionality to both internal and external clients.

  • Maintain a thorough working knowledge of all TIAA Bank business account types so as to be able to combine this knowledge with that of Treasury Management products and/or services in order to to properly assess client needs and discern where currently-enrolled products and services should be modified for the benefit of the client.

  • Assist clients and TIAA Bank business units with complicated support issues in such a manner as to provide an exceptional client experience.

  • Participate regularly in employee development/training opportunties including technical, sales and product knowledge training, improved client service skills, and training related to regulatory and compliance topics.

  • Comply with all appropriate banking regulations and all EverBank policies and procedures including those regarding bank security and the code of conduct.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS

  • Ability to work both independently and in a collaborative manner with diverse work teams.

  • Ability to use sound judgment to quickly discern potential fraudulent requests for information and/or transactional assistance and escalate appropriately as needed.

  • Proven ability to meet individual objectives and team goals.

  • Strong organizational, time management and multi-tasking skills.

  • Strong ability to independently prioritize and complete daily job functions to include client support issues, implementations, client training sessions, etc.

  • Well-developed ability to think intuitively relating seemingly-unrelated items and client issues together.

  • Proven ability to meet specific production and/or implementation timeframes while adhering to established EverBank policies and procedures.

  • Strong communications skills with a focus on the client.

  • Well-developed interpersonal skills and the ability to work with and adapt to a diverse range of clients, employees and situations.

  • Ability to take ownership of tasks and/or reported client issues such that a resolution is attained in a timely and accurate manner.

  • Ability to make sound decisions while being able to balance providing superior client support with the requirement to also adhere to EverBank's Risk Management policies and procedures.

  • Strong PC skills to include Windows, Explorer, Chrome, etc.

  • Knowledge of Remote Deposit Capture (RDC) check scanning devices a plus.

TRAINING AND EXPERIENCE

  • High school diploma required; Bachelor's Degree preferred.

  • Minimum 3 years' of business banking support experience to include treasury management (i.e. cash management/electronic banking operations) or treasury implementations with client training required.

  • Minimum 3 years' of client issue resolution via telephone required.

  • Minimum 3 years' of experience supporting treasury management applications to include online banking, remote deposit capture, automated clearinghouse (ACH), wire transfers, positive pay, electronic bill pay, zero balance accounts (ZBAs), sweeps, lockbox, and other treasury management application functionality and processes.

  • Experience with treasury management online banking security processes and procedures required.

  • FIS systems experience preferred.

  • Extensive knowledge of banking policies and procedures a plus.

Pre-Employment Screening May Include:

  • Credit Check

  • Criminal Background Check

  • Fingerprinting

  • DMV Check

  • Past Employment Verification

  • Social Security Verification

Note: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified, and they may change at any time.

TIAA, FSB is an equal opportunity employer. No associate or applicant for employment will be discriminated against on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation.

TIAA, FSB is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Regardless of past practice, all resumes submitted by search firms to any employee at TIAA, FSB via e-mail, the Internet, or directly to hiring managers at TIAA, FSB in any form without valid written search agreements executed by the VP, Talent Acquisition for that specific position will be deemed the sole property of TIAA, FSB, and no fee will be paid in the event the candidate is hired by TIAA, FSB as a result of the referral or through other means.

TIAA, FSB will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by TIAA, FSB, or (c) consistent with TIAA, FSB legal duty to furnish information.

Requirements:
EXPERTISE Banking JOB TYPE


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Global Transaction Banking (Gtb) Management And Support Associate

Deutsche Bank

Posted 6 days ago

VIEW JOBS 9/20/2018 12:00:00 AM 2018-12-19T00:00 Global Transaction Banking (GTB) Management and Support Associate Job ID: 3173901 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2018-08-21 Location: Jacksonville, United States of America Operations Operations provides support for all of Deutsche Bank's businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centres such as London, New York, Frankfurt and Singapore, as well as specialist development and service centres in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the bank's platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day. A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minimised and that the client experience is positive. We are proud of the professionalism of our people, and the work they do. In return, we offer excellent career development opportunities to foster skills and talent. Position Overview Job Title: Global Transaction Banking (GTB) Management and Support Analyst Location: Jacksonville, FL About Deutsche Bank We are Germany's leading bank with strong positions in Europe and significant presence in the Americas and Asia Pacific. We're driving growth through our strong client franchise, investing heavily in digital technologies, prioritizing long-term success over short-term gains, and serving society with ambition and integrity. We serve our clients' real economic needs in commercial and investment banking, retail banking and transaction banking, and provide ground-breaking products and services in asset and wealth management. That means a career packed with opportunities to grow and the chance to shape the future of our clients. Overview The Global Transaction Banking (GTB) division is a market leader across Europe, the Middle East and Africa - and is growing fast across the Americas and Asia Pacific. GTB provides commercial banking products and services for both corporate clients and financial institutions worldwide; our universal expertise and global network allows us to offer truly integrated and effective solutions. This division offers challenging careers for entrepreneurial people who look beyond the obvious. By working collaboratively with colleagues across the Bank's global network, you will develop integrated, value-added solutions for our prestigious clients. Job Description You will be supporting the Business Management & Control (BMC) team on a wide range of tasks and projects to ensure efficient operations, governance, and risk controls. Responsibilities include, but are not limited to: * Strong Legal and Compliance Background * Participate in impact assessments of Non-Financial Risks relevant to GTB from BMC perspective, such as operational, regulatory, and control changes * Participate in certain regulatory and control projects and initiatives with GTB impact, including rollout of regulatory and policy initiatives, implementation of GTB framework, and project coordination * Develop and manage relationships with program sponsors and partners across the GTB business, business management, Compliance and infrastructure functions * Responsible to author, revise, and test Procedure documents and other communications related to new policies, operations, and regulations * Ongoing optimization of existing control processes, in close collaboration with LRC stakeholders (e.g. Legal, Compliance, Divisional Control Office) to ensure soundness of the GTB operations * Preparing and facilitating internal presentations for senior management * Develop and execute communication and training plans for new control implementation Professional and Personal Requirements: * Strong Legal and Compliance Background * Sound understanding of the macro investment banking environment and industry initiatives, particularly around regulation * Effective and concise communicator - both written and spoken, paired with good presentation skills * University degree or equivalent professional experience * Proven ability to multitask and prioritize * Team player with strong interpersonal skills and multi-cultural understanding * Motivation to work in a dynamic, international and challenging environment * Microsoft Office Suite (Excel, Word, PowerPoint, Access) For candidates applying for positions in the US: Deutsche Bank is an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the "EEO is the Law" poster and pay transparency statement. Deutsche Bank Jacksonville FL

Business Support Relationship Specialist - Treasury Management Support

Everbank