Vacancy caducado!
Treasury AssociateMiami,FLHybrid Position - Onsite 3 Days a WeekPosition SummaryThis position performs the day to day functions required to bill clients who utilize our commercial services and products. This includes Account Analysis maintenance, Core maintenance and Vendor billing. This position reports to the Account Analysis Manager to process daily analysis requests, vendor billing and to ensure that all department service levels are met on a daily/end of month basis. The position requires a highly detailed and organized individual with excellent time management skills.Essential Duties Manage Salesforce nCino requests for new and existing account analysis relationship linking as well as account analysis fee adjustments. Ensure Salesforce nCino BOTs are functioning as expected. In the event of an issue, will escalate and ensure follow through with the Technology Team will be required. Perform vendor billing to collect analysis fee income for our third party vendors. Modify service charge plans to coincide with target pricing ,enabling ease of product setup by the Operations team and standardization for the Sales Team Handle maintenance requests, fee and research inquires as needed. Work directly with the Core Banking team on large requests requiring foxtrots or other initiatives. Process all testing for Core Banking releases dealing with analysis service charge plans, statement accuracy and analysis billing. Provide recommendations for necessary resolutions and alternatives to management. Assist management with departmental and special projects, as needed Adheres to and complies with applicable federal and state laws, regulations and guidance, including those related to antimoney laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity.Position Requirements An understanding of bank Account Analysis systems strongly preferred Experience with Salesforce and/or nCino workflow systems preferred 10+ Years banking experience preferred 4-6 Years in Treasury Management/Solutions and advanced computer skills required Strong organizational skills Strong time management skills Attention to detail and accuracy Experience with Excel preferred Experience with robotic process automation a plusTravel Requirements: n/aMission and VisionWe are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies.We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.Inclusion and Diversity StatementWe value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves. Salary range $23-24/hour W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.Benefits offered - Health insurance, sick leave, 401(k)SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpaJob Ref: 141189
Vacancy caducado!