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Treasury Customer Onboarding Rep

Posted 22 days ago

  • Expiry Date: 17 December 2022
  • Referral: 220000@accuick.com

Job Description:

Roles and Responsibilities:

  • Partners with the local branch to ensure accounts are open in a timely manner and as specified.

  • Contacts new customers and coach them through the initial setup for DDA, wires, and TM Services.

  • Coordinates online product training with TM Sales representatives.

  • Coordinates training with TM Client Support and schedules refresher sessions if deemed appropriate.

  • Works with Product Management/IT to ensure that direct file transmissions are implemented in a timely and accurate manner.

  • Provides warm hand-off to TM Client Support for ongoing routine service issues.

  • Conducts constant follow-up with front-line Bankers and TM Sales representatives upon completion.

  • Executes work within product implementation SLA control limits with a sales growth mindset that creates a frictionless onboarding experience for the customer.

  • Demonstrates process optimization capabilities by listening for product enhancement opportunities during customer setup and training Translates the voice of the customer into net new products and/or enhancements.

  • Comfortable excelling in a metric and timeline-driven environment.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.