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Navitas Credit Corp. · 1 day ago

Treasury Sales Support Associate

Blairsville, GA

Full-time

Onsite

Entry Level

$34K/yr - $49K/yr

3+ years exp

Navitas Credit Corp. is a company focused on Treasury Management products and services, and they are seeking a Treasury Sales Support Associate to ensure smooth implementation of these products. The role involves collaborating with Treasury Officers, managing customer relationships, and providing technical support to clients during the onboarding process.

BankingFinancial Services

Responsibilities

Build strong relationships with our largest and most complex corporate clients, delivering exceptional service and resolving issues promptly

Lead the end-to-end implementation of customer solutions, ensuring alignment and clear communication among all stakeholders

Identify and address potential challenges before they affect our clients or internal operations

Maintain up-to-date knowledge of Treasury Management Services to provide expert guidance and support

Consistently meet service level agreements related to implementation tasks and timelines

Ensure clear, consistent communication with clients to gather necessary information and facilitate a smooth onboarding process

Prepare and manage all setup materials and agreements, obtain required signatures, and maintain comprehensive client records

Assist clients with hardware and software installation, offering thorough training and ongoing support

Serve as a liaison to the TM Support Specialist during initial account analysis and provide backup support when needed

Qualification

Treasury Management expertiseCustomer service experienceAnalytical skillsTechnical supportCompliance knowledgeCommunication skillsProblem-solving skillsOrganizational skillsTeam collaboration