Remote Treasury Solutions Associate I

Phaxis; Los Angeles (CA); Remote; USD 60,000 - 90,000; Full time

Job summary

Phaxis is seeking a Treasury Management Solutions specialist to join a remote team delivering integrated technology solutions for clients’ cash management and working capital needs.

Responsibilities include serving as the primary client contact, liaising with bank units, coordinating servicing of accounts, and delivering virtual trainings, with opportunity to contribute to product enhancements and updated training materials.

Qualifications

• Strong working knowledge of accounting principles and how they apply to cash management.
• Proficiency with internet-based research and client communications.
• Proficiency with Microsoft Office suite (Outlook, Excel, Word).
• Comfort with Windows PC environments and standard business software.

Responsibilities

• Serve as primary phone contact for clients and internal units to research and resolve problems and inquiries, ensuring client satisfaction.
• Act as liaison between client and bank units to resolve problems and fulfill requests.
• Coordinate with clients, account officers, and departments to ensure proper servicing and execution of paperwork.
• Facilitate and deliver virtual training conference calls.
• Provide feedback and collaborate with SMEs to understand new product offerings and enhancements.
• Ensure training materials and methodologies are up-to-date for a positive client experience.

Skills

Accounting principles

Internet

Microsoft Office

PC for Windows

Tools

SAP

ERP platforms

Job description

Phaxis is seeking a Treasury Management Solutions specialist to join a remote team delivering integrated technology solutions for clients’ cash management and working capital needs.

Responsibilities include serving as the primary client contact, liaising with bank units, coordinating servicing of accounts, and delivering virtual trainings, with opportunity to contribute to product enhancements and updated training materials.