Global Treasury Implementation Advisor at First Citizens Bank and Trust Company

Denver, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Mar, 26

Salary

147000.0

Posted On

11 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Treasury Product Knowledge, Implementation Methodologies, Client Training, Technical Troubleshooting, Treasury Operations, Payment Systems Implementation, Project Management

Industry

Banking

Description

Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The Solution Delivery team is responsible for coordinating client implementations and training for various cash management solutions that SVB provides. We have an exciting opportunity for an Advisor on the Solution Delivery team as a client-facing trainer. The Solution Delivery Advisor will train clients on how to utilize Treasury Management solutions for several US products. They will shape the client experience while working closely with internal SVB stakeholders and external SVB Third Party Vendors in delivering service excellence to the diverse SVB client base. The Advisor will ensure adherence to compliance processes and procedures to mitigate reputation or financial risk for the bank, and identify opportunities to improve internal processes to enhance operational efficiency and the overall client experience. This is an exceptional opportunity for someone who craves the opportunity to make an impact for our clients, and within SVB. The right candidate for this role will be an advocate for our clients and will participate in cross-functional collaboration while encouraging open and transparent dialogue across the organization resulting in a culture of teamwork and trust. Responsibilities • Train client users to ensure users understand how to properly use newly implemented solutions. • Manage and coordinate all training activities with clients and appropriate internal bank teams to support smooth, accurate and timely trainings. • Conduct quality checks and identify any implementation errors before training. • Troubleshoot/resolve any issues identified during training and the post-training warranty period. • Lead or assist with process enhancement/change initiatives. Qualifications Bachelor's Degree and 2 years of experience in OR High School Diploma or GED and 6 years of experience in Financial Services. Preferred Qualifications: Bachelors degree and 5 years of expereince OR High School Diploma or GED and 9 years of experience in Financial Services. Attention to detail, Treasury product knowledge, Implementation methodologies, Client training and education, Technical troubleshooting, Strong understanding of treasury operations and payment systems implementation processes, Familiarity with project management methodologies and tools, Knowledge of regulatory requirements affecting treasury and payment implementations The base pay for this position is generally between $87,000.00 and $147,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Responsibilities

The Advisor will train clients on Treasury Management solutions and manage all training activities to ensure smooth implementations. They will also troubleshoot issues and lead process enhancement initiatives.