United Community · 2 weeks ago
Treasury Sales Support Associate
Greenville, SC
Full-time
Onsite
Mid Level
$34K/yr - $49K/yr
3+ years expUnited Community is a financial institution focused on providing Treasury Management products and services. The Treasury Sales Support Associate will ensure smooth implementation and support for corporate clients, collaborating with Treasury Officers to meet customer needs and resolve issues promptly.
Banking
Responsibilities
Customer Interaction: Build strong relationships with our largest and most complex corporate clients, delivering exceptional service and resolving issues promptly
Implementation Management: Lead the end-to-end implementation of customer solutions, ensuring alignment and clear communication among all stakeholders
Proactive Issue Resolution: Identify and address potential challenges before they affect our clients or internal operations
Product Expertise: Maintain up-to-date knowledge of Treasury Management Services to provide expert guidance and support
Quality Assurance: Consistently meet service level agreements related to implementation tasks and timelines
Client Communication: Ensure clear, consistent communication with clients to gather necessary information and facilitate a smooth onboarding process
Documentation: Prepare and manage all setup materials and agreements, obtain required signatures, and maintain comprehensive client records
Technical Support: Assist clients with hardware and software installation, offering thorough training and ongoing support
Client Transition: Serve as a liaison to the TM Support Specialist during initial account analysis and provide backup support when needed
Qualification
Required
Minimum of 3 years in banking
At least 3 years in customer service, call center, treasury management, or operations
High school diploma or equivalent required
Excellent communication and interpersonal skills
Ability to manage multiple tasks in a fast-paced environment
Proficiency with technology and computer tools
Strong analytical and problem-solving capabilities
Self-motivated, organized, and detail-oriented
Commitment to compliance and regulatory standards
Must pass a criminal background and credit check
Preferred
Bachelor's degree in a business-related field preferred
Experience with Treasury Management products and services
Familiarity with banking compliance and regulatory requirements
Collaborative mindset and team-oriented approach
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
DeVan Ard
CEO
J Scott Preston
Division CEO United Community Bank
Company data provided by crunchbase