Treasury Implementation Specialist (Onsite)

Apex Systems; Charlotte, Northern (NC, KY); Hybrid; USD 32,000 - 45,000; Full time

Job summary

Everforth Apex Systems in Charlotte, NC, is seeking an Implementation Advisor to be the first point of contact for clients and to lead end-to-end implementation of a new Treasury fulfillment system onsite.

You will work with sales and clients, manage an inbox, create cases, research questions, and coordinate with internal partners in a fast-paced environment. Prior client service experience is preferred.

Qualifications

• Client-focused with the ability to conduct discussions with clients confidently.
• Excellent communication skills.
• Proficient data entry and typing skills.
• Technologically savvy with the ability to learn new systems and technology quickly.
• Strong organizational and time management skills to handle multiple requests simultaneously.
• Ability to work under pressure in a team environment.
• Self-motivated and able to work unsupervised, manage time, and know when to escalate.
• Previous client service experience.

Responsibilities

• Implement a new fulfillment system and various Treasury products.
• Work with sales teams and clients to implement products or add them to existing accounts.
• Manage a dedicated email inbox, prioritize client requests, and implement eligible items.
• Create cases or packages for tracking, monitoring, and end-to-end resolution.
• Receive and respond to implementation requests and questions from internal partners.
• Conduct research to answer client questions and inquiries.
• Utilize various bank systems to support client requests.
• Function in a high-paced environment with little oversight.

Job description

Everforth Apex Systems in Charlotte, NC, is seeking an Implementation Advisor to be the first point of contact for clients and to lead end-to-end implementation of a new Treasury fulfillment system onsite.

You will work with sales and clients, manage an inbox, create cases, research questions, and coordinate with internal partners in a fast-paced environment. Prior client service experience is preferred.