Treasury Client Services Representative

Pontoon; Ringway; Hybrid; GBP 63,000; Full time

Job summary

A leading employment consultancy in the UK is looking for a Treasury Client Services Representative to manage client inquiries and support Treasury Services. The role involves direct client interaction, familiarity with correspondent banking, and understanding the payments product lifecycle. This hybrid position requires only four days in the office, offering an annual salary of £63,000. The candidate must be excited about enhancing client experiences through effective communication and support.

Qualifications

• Direct client-facing experience within the financial services sector.
• Familiarity with correspondent banking and a solid understanding of the payments product lifecycle.
• Experience discussing digital solutions with clients.

Responsibilities

• Serve as the primary contact for day-to-day client inquiries across various market segments.
• Manage investigations and resolutions related to specific products such as payments.
• Provide functional support to internal clients by collecting data for AML/KYC compliance.
• Deliver day-to-day servicing support to the Treasury Services Relationship Management team.

Skills

Client-facing experience within financial services

Familiarity with correspondent banking

Understanding of payments product lifecycle

Ability to discuss digital solutions with clients

Job description

Job Title: Treasury Client Services Representative

Duration: 12 months, potential to go perm

Location: Manchester/Hybrid (four days per week in the office)

Salary: £63000 per annum

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

What You'll Do

• Serve as the primary contact for day-to-day client inquiries across various market segments and regions, handling multiple countries and languages.
• Manage investigations and resolutions related to specific products such as payments, trade, and other banking services.
• Provide functional support to internal clients by collecting data and preparing reports for AML/KYC compliance information.
• Deliver day-to-day servicing support to the Treasury Services Relationship Management team, ensuring a positive client experience for both existing and potential new clients.

What We're Looking For

• Direct client-facing experience within the financial services sector.
• Familiarity with correspondent banking and a solid understanding of the payments product lifecycle.
• Experience discussing digital solutions with clients, showcasing your ability to enhance their banking experience.

Ready to Make an Impact? If you're excited to take on this rewarding challenge and be part of a team that values client relationships and service excellence, we want to hear from you!

How to Apply

To apply for this opportunity, please apply with an up-to-date CV.

Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.

Pontoon is an equal opportunities employer and an employment consultancy.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.