Treasury Management Associate II jobs in United States
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Mindlance · 1 week ago

Treasury Management Associate II

Mindlance is seeking a Treasury Management Associate II to join their Treasury Management Solutions group. The role involves serving as the primary contact for clients, resolving inquiries, and ensuring client satisfaction while delivering integrated technology solutions for effective business and working capital management.

Human Resources
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H1B Sponsor Likelynote

Responsibilities

Serves as primary contact via phone, for clients and various units in the research and resolution of problems and inquiries
Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions
Ensures client satisfaction
Acts as liaison between client and other Bank units to resolve problems and comply with client requests
Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts
Facilitate and deliver virtual training conference calls
Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements
Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience

Qualification

Treasury experienceSAP softwareAccounting principlesERP platformsMicrosoft OfficeClient communicationProblem resolutionTraining facilitation

Required

Treasury experience is highly needed as we need these candidates to hit the ground running with little ramp up training time
Serves as primary contact via phone, for clients and various units in the research and resolution of problems and inquiries
Consistently exercises discretion and judgment when interacting with clients to determine present and future needs and discuss progress toward solutions
Ensures client satisfaction
Acts as liaison between client and other Bank units to resolve problems and comply with client requests
Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts
Facilitate and deliver virtual training conference calls
Provide feedback and collaborate with subject matter experts to understand new product offerings and/or enhancements
Provide feedback and collaborate with subject matter experts to ensure training materials and methodology are up-to-date and relevant, to guarantee a positive and seamless client experience
Accounting principles
Internet
Microsoft Office
PC for Windows
SAP software
Comply with Bank and Industry Codes of Conduct
Accounting
Accounting principles and transactions
Administration by attending educational workshops
ERP platforms

Company

Mindlance

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Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services

H1B Sponsorship

Mindlance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (71)
2024 (53)
2023 (37)
2022 (72)
2021 (36)
2020 (40)

Funding

Current Stage
Late Stage

Leadership Team

R
Rajat Paul Dhall
Co-Founder & Managing Director
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V
Vik Kalra
Co-Founder and Managing Director
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Company data provided by crunchbase