Client Trainer II – Fixed Ops
Cox Enterprises
Project Specialist – Treasury Management Operations
EEOC
full-time
Posted on:
Location Type: Remote
Location: Remote • Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $70,600 - $117,700 per year
Job Level
Mid-LevelSenior
About the role
- Leads, collaborates, or drives Treasury Management process improvement and moderate sized projects.
- Representing the line of business for cross-functional projects, leads LOB projects internally and/or with a cross-functional team.
- Assesses and determines line of business impact and requirements.
- Ensures project outcomes are customer-centric and meet all regulatory and compliance requirements.
- Develop or partner with Learning & Development on training initiatives, procedures, and processes associated with the projects or changes.
- Provides day-to-day leadership for additional responsibilities and project work assigned to Treasury Management teammates.
- Serves as an operational subject matter expert and resource for Treasury Management.
- Provides guidance and expertise for simple to complex operational issues.
- May research or escalate more complex issues to provide resolution.
- Conducts regular reviews of Treasury Management operations and monitors controls (both remote and in-person).
- Champions a culture of customer experience, compliance, and operational integrity.
- Remains informed and up to date with all bank and regulatory requirements.
- Assesses Treasury Management of the business for operational and regulatory compliance.
- Coaches and ensures area of responsibility to meet expectations by appropriately balancing operations, sales, and customer experience.
- Designs materials and host trainings for assigned Treasury Management or area of the business on important changes and/or hot topics in operations and compliance.
- On a quarterly basis, reviews control certifications for assigned Treasury Management or areas of responsibility and prepares memos summarizing identified issues for leadership.
Requirements
- Bachelor's Degree or the equivalent experience
- 3 or more years Treasury Management Onboarding experience.
- 1 or more years cross-functional project experience.
- 3 or more years supervisory/management experience. (Preferred)
- 1 or more years experience with interacting with vendors to execute project initiatives. (Preferred)
- Basic working knowledge of Microsoft Word, Excel, PowerPoint (Required)
- Ability to work in a team environment, lead cross-functional partners, and adhere to tight deadlines (Required)
- Strong verbal and written communication skills (Required)
- Organization, planning, and multi-tasking skills (Required)
Benefits
- medical plans with prescription drug coverage
- flexible spending account or health savings account depending on the medical plan chosen
- dental and vision insurance
- life insurance
- 401(k) program with employer match
- Employee Stock Purchase Plan
- paid time off programs including holiday pay and paid volunteer time
- disability insurance coverage
- maternity and parental leave
- adoption assistance
- educational assistance
- a robust wellness program with financial incentives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Treasury Managementproject managementregulatory complianceoperational compliancetraining developmentvendor managementMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Soft skills
leadershipcommunicationorganizationplanningmulti-taskingteam collaborationcustomer-centric approach
Certifications
Bachelor's Degree
