Mindlance · 6 hours ago
Treasury Management Specialist
McLean, VA
Contract
Hybrid
Mid, Senior Level
$50/hr - $55/hr
4+ years expMindlance is seeking a Sr. Process Manager specializing in Treasury Management. The role involves managing the implementation process for Treasury Management accounts, ensuring a high-quality client experience, and collaborating with various teams to drive revenue generation and improve client retention.
Human Resources
Hiring Manager
Mohammad Sami
Responsibilities
Operate independently and exercise professional judgment in making decisions that impact the client experience
Establish and maintain a high-level of credibility with clients and business partners
Provide a best-in-class client experience, while managing internal and external client expectations
Serve as product expert by accompanying and/or support sales officers on client calls to explain more complex product set-up to customers, provide feedback and advice on modifications, and help ensure our capabilities meet client needs
Acting as a subject matter expert, provide feedback and advice on modifications of Treasury Management Products
Will work jointly with Treasury Management Sales on deals prior to sale commitment
Facilitate pre-implementation kickoff & post sale call with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, roles and responsibilities, discuss documents / information required from the client, and determine agreed upon timeframes for completion; regular communication with client and Treasury Management Sales Officer to update status and address issues
Effectively manage each implementation as a custom client specific project from end to end while meeting defined SLAs with a focus on expediting revenue generation
Maintain a current portfolio of client implementations and related promised dates, monitoring requests in queue to ensure aged items are expedited in a timely basis
Individually responsible for the quality and timeliness of all project deliverables, including executing client Operational Instructions, as well as the implementation of relevant project management practices (status reporting, issue tracking etc.)
Conduct new client training
Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and industry knowledge
Ability to prioritize daily workload to maximize productivity
Qualification
Required
Bachelor's Degree or Military Experience or Equivalent Work Experience
Preferred
At least 4 years of detailed knowledge of Treasury Management products and an understanding of the sales process
At least 4 years of customer service experience
Must be able to work under minimal supervision and work well under pressure
Must be able to influence others
Technical skills
Leadership Skills
Company
Mindlance
Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services
1001-5000 employees
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 StageLeadership Team
R
Rajat Paul Dhall
Co-Founder & Managing Director
V
Vik Kalra
Co-Founder and Managing Director
Recent News
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