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Treasury Management Associate I

Liaison
Accounting
Cash Management
Forecasting
Treasury Management
Enterprise Resource Planning
ERP
SAP
Description:

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.

The 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.

The Qualifications

  • Strong Treasury, Customer Service, and call center experience.
  • Proficiency in accounting principles, Internet usage, Microsoft Office, PC for Windows, and SAP software.
  • Familiarity with ERP platforms and compliance with Bank and Industry Codes of Conduct.
  • Ability to administer and manage tasks effectively, including attending educational workshops to enhance knowledge.

This is the pay range that Magnit reasonably expects to pay for this position: $18.00/hour - $25.00/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/ LICENSURE :
  • Work Authorization : US Citizen
  • Travel Required : No travel required
  • Shift timings: Not specified
Job Location Los Angeles, California (Remote)
Pay USD 18.00 - USD 25.00 Per Hour
Contract Duration 26 week(s)