Treasury Management Associate
Popular Assoc Treasury Management
Responsible for maintaining a high level of expertise in the products and services designed for business customers and serves as a resource to clients by providing professional, efficient customer service. Provides problem resolution to customers in support of customer retention and satisfaction.
In this position, you will:
Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions.
- 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
To be considered, you will need:
- Associates degree in related field, or equivalent work experience
- Minimum 2 years’ experience in banking, commercial loan operations, or related field
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at [email protected]. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
