Treasury Client Success Partner

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

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.