Fulfillment Advisor - Global Treasury & Merchant Operations
On-site · Phoenix, Arizona, United States
Job Summary
Fulfillment Advisor responsible for acting as the primary interface to Treasury clients and leading the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Provides relationship management, servicing, and technical assistance to internal business partners and vendors to ensure a timely and smooth implementation. Conducts client calls, coordinates implementation requests, troubleshoots and resolves issues, engages stakeholders throughout the process, and runs point for Sales/Clients on all work and interactions with Treasury Operations and Technology teams. Collaborates with Sales to manage the pipeline and maintains primary contact for clients on implementation questions and issues.
Required Qualifications
- Minimum of 1+ years of banking/financial industry experience
- Presentable, confident and client focused
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
- Self-motivated and able to work unsupervised
- Proficiency with Microsoft Suite products
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