Tap Growth ai
We're Hiring: Treasury Management Analyst!
We are seeking a detail-oriented and analytical Treasury Management Customer Analyst to support our clients' cash management and banking needs.
Location:
Phoenix, AZ Work Mode:
On-site Role:
Treasury Management Analyst
The role of the TM Analyst is to support the Relationship Center team or an assigned Relationship Specialist team. The primary responsibility is to respond to and resolve internal and external customer requests received via phone, email, fax, or web for national and international customers across all markets and time zones, encompassing all lines of business and specialty industries.
Qualifications:
Prior call center experience
Customer-focused mindset: Prioritizing client experience in every interaction
Clear professional communication: Written and verbal, especially for complex financial topics
Conflict resolution: Handling complaints with calm professionalism
Can work independently
Team player
Tech savvy: Importing tokens, comfortable navigating multiple systems at once, basic troubleshooting for technical issues
Treasury Management background preferred
Understanding of Treasury Products: ACH, wire transfers, positive pay, remote deposit capture, lockbox, account reconciliation
Banking system and platform proficiency: Online banking portals, fraud monitoring, cash management platforms, regulatory and compliance awareness (NACHA rules, OFAC, KYC, AML)
Problem resolution: Especially for transactional errors, system access, and technical issues
Knowledge of payment systems: SWIFT, Fedwire, RTP, same-day ACH, etc.
Critical thinking and troubleshooting in fast-paced environments
Attention to detail: Especially when it comes to internal and external client instructions
Time management and prioritization: Balancing different platforms of inquiries, SLAs, and case resolution
Microsoft Office Suite: Outlook, Excel, reporting & case notes
Cross-functional collaboration: Sales Officers, Implementation teams, fraud, and operations
Adaptability to change: Product updates, regulatory shifts, or internal process changes
Confidentiality
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Location:
Phoenix, AZ Work Mode:
On-site Role:
Treasury Management Analyst
The role of the TM Analyst is to support the Relationship Center team or an assigned Relationship Specialist team. The primary responsibility is to respond to and resolve internal and external customer requests received via phone, email, fax, or web for national and international customers across all markets and time zones, encompassing all lines of business and specialty industries.
Qualifications:
Prior call center experience
Customer-focused mindset: Prioritizing client experience in every interaction
Clear professional communication: Written and verbal, especially for complex financial topics
Conflict resolution: Handling complaints with calm professionalism
Can work independently
Team player
Tech savvy: Importing tokens, comfortable navigating multiple systems at once, basic troubleshooting for technical issues
Treasury Management background preferred
Understanding of Treasury Products: ACH, wire transfers, positive pay, remote deposit capture, lockbox, account reconciliation
Banking system and platform proficiency: Online banking portals, fraud monitoring, cash management platforms, regulatory and compliance awareness (NACHA rules, OFAC, KYC, AML)
Problem resolution: Especially for transactional errors, system access, and technical issues
Knowledge of payment systems: SWIFT, Fedwire, RTP, same-day ACH, etc.
Critical thinking and troubleshooting in fast-paced environments
Attention to detail: Especially when it comes to internal and external client instructions
Time management and prioritization: Balancing different platforms of inquiries, SLAs, and case resolution
Microsoft Office Suite: Outlook, Excel, reporting & case notes
Cross-functional collaboration: Sales Officers, Implementation teams, fraud, and operations
Adaptability to change: Product updates, regulatory shifts, or internal process changes
Confidentiality
#J-18808-Ljbffr