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TM Onboarding Specailist - Treasury Management Sales

Expired Job

Allegiance Bank Houston , TX 77020

Posted 2 months ago

Essential Duties

  • Responsible for directing group internal resources to actively on-board clients utilizing Treasury Management Products.

  • Provide a best in class client experience, while managing internal and external client expectations.

  • Serve as a point of escalation for the client to ensure timely issue resolution throughout the implementation project.

  • Conduct implementation kickoff with client to review the products requested, roles and responsibilities, install, and determine an agreed upon timeframe for completion.

  • Manage each implementation as a custom client specific project from end to end with a focus on expediting and easing the process for the customer.

  • Provide accurate internal and external documentation.

  • Perform post-implementation satisfaction, product usage, and customer billing reviews and provide feedback to Management.

  • Coordinate training sessions with clients, coach and guide staff.

  • Perform customer support for Treasury Management clients by answering direct calls or emails for immediate resolution where applicable.

  • Handle complex requests by engaging appropriate teams/departments for resolution.

  • Engage Sales Team for pricing, consultation, proposals and presentations.

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TM Onboarding Specailist - Treasury Management Sales

Expired Job

Allegiance Bank