Treasury Management Analyst

Full-time/Part-time

Shift

Location

• Columbia, SC, USA
• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). Implement treasury management products and services in accordance with policies and procedures. Ensure pricing is accurate as services are added, altered, or removed. Partner with Operations during the implementation of new treasury management services and as needed when servicing treasury management clients. Assist clients in using specific features of systems and services. Provide training to clients as needed. Handle limit increases in accordance with policies and procedures. Research and resolve issues for clients. Work to uncover root cause for issues and determine how to prevent repeat occurrences. Partner with peers, operations and IT as needed. Test new services and system features as enhancements and upgrades to our systems are implemented. Assist team members and peers as needed to ensure delivery of distinctive service, including but not limited to online enrollments, support calls, responding to client messages, training, and implementations. Engage in constructive feedback with a positive attitude. Build strong partnerships with TM advisors and support all sales and servicing activities. Proactively look for opportunities that will impact the overall success of the TM team. Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.