Truist Treasury Solutions Specialist in Nashville, Tennessee
Req ID: R0042511
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Responsible for working closely with Treasury Consultants and Treasury Analysts serving as the liaison between clients, Treasury Sales, and Treasury Operations. Handle treasury related support requests, issues and concerns.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Work with associated business partners across both Lines of Business (LOBs) and Product Groups under the guidance of Treasury Consultants and Treasury Analysts
Work directly with clients and partner with Client Servicing partners, as needed, to resolve low to moderate client servicing problems
Coordinate Sales Implementation with Client Onboarding partners
Onboarding Systems entry, Salesforce entry and other sales tools support
Documentation gathering and submissions; partner with LOB Relationship Specialists to ensure accuracy and timeliness
Opportunity pipeline review and maintenance
Execution, Operation, Performance and Strategy functions
Involved in various projects as needed
Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to senior leadership's attention
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
BA/BS degree or equivalent work experience
Proficient in Microsoft Office Tools (Word, Excel, etc.)
Strong analytical skills and attention to detail
Strong written and oral communication skills
Strong organizational and time management skills
2+ years of related financial work experience
Previous experience in Relationship Specialist role or Client Services
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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