Popular Bank · 11 hours ago
Treasury Management Associate
Miami Lakes, FL
Full-time
Onsite
Entry Level
2+ years expPopular Bank is a leading financial institution in Puerto Rico that has evolved into a large corporation offering a wide variety of services and financial solutions. They are seeking a Treasury Management Associate to maintain expertise in cash management products and services for business customers, ensuring high levels of customer satisfaction and effective problem resolution.
BankingFinancial ServicesLending
No H1B
Responsibilities
Assist with the preparation of proposals, pro formas, and other sales and marketing materials to be used in the cash management sales process
Work with Cash Management Manager, Commercial Lenders, Branch Managers, and other bank sales personnel with client discussions involving Cash Management product/service selection
Communicate with potential and/or existing cash management clients to finalize product/service requirements and gather appropriate agreements and enrollment forms
Coordinate and manage the implementation process for all cash management products and services. This includes facilitating the initial setup, testing, and start of production with bank departments (such as Online Banking, IPS, Electronic Banking, and Bookkeeping) and the client
Monitor the implementation process and report problems/delays to Cash Management Manager
Monitor account analysis billing process to ensure it is functioning properly post-implementation
Provide Cash Management product and service support, perform problem resolution and trouble-shooting activities in a structured format to all customers
Provides training to customers for all cash management products and services
Qualification
Required
Bachelor's degree in related field, or equivalent work experience
Minimum 2 years' experience in banking, commercial loan operations, or related field
Company
Popular Bank
Popular Bank provides mortgage, cash management, credit cards, loans, investments, financial, and banking services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Yanetsy Iturralde Compain, MSHRM
Our People Strategic Partner, VP - South Florida Region
Meenakshi Thanikachalam
Executive Head of Data & Analytics (Chief Data & Analytics Officer)
Recent News
HousingWire.com
2025-10-28
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2025-10-23
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