Private Client Treasury Management Specialist jobs in United States
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JCW Group ยท 2 weeks ago

Private Client Treasury Management Specialist

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityMid Level
money$70K/yr - $85K/yr
date3+ years exp

JCW Group is seeking a Private Client Treasury Management Specialist to enhance their client service in the commercial banking sector. The role involves coordinating new client onboarding, managing documentation for treasury products, and acting as a central contact for client inquiries.

Human ResourcesRecruitingStaffing Agency
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Growth Opportunities
Hiring Manager
Colleen Duffy
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Responsibilities

Coordinate new client onboarding, handle account setup tasks, and keep CRM records up to date
Act as a central contact for client questions across digital banking, card services, and treasury-related needs
Support treasury products by managing documentation, conducting periodic reviews, and ensuring limit compliance

Qualification

Commercial Banking ExperienceClient Service ExperienceBachelor's DegreeCommunication SkillsOrganizational Skills

Required

3+ years in commercial banking client service experience
Bachelors degree
Strong Communication and organizational skills

Company

JCW Group

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JCW Group is a recruitment company that offers talent solutions to businesses.
dateFounded in 2007
location
London, England, GBR
people-size51-200 employees
web-link
https://www.jcwgroup.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jamie Woods
Founder / Chairman
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Company data provided by crunchbase