Serve as the primary liaison with banking partners to maintain strong relationships and ensure optimal service delivery between banks and all areas of the Equitable business.
Lead and support banking integrations and other technological initiatives, including connectivity (API & SFTP), payment platforms, and other forms of secure file transmission and consumption.
Utilize Treasury Management Systems (TMS), ERP, and internal software to streamline workflows, maintain data integrity, and support system upgrades and testing.
Develop tools leveraging AI for augmented data exchange, forecasting and analytics.
Manage bank account architecture, administration and services, while ensuring compliance with internal controls and other regulatory standards.
Cross-collaborate with the treasury and other teams for streamlining daily operations.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, STEM, or Business.
Experience in Corporate Treasury cash management operations within the financial services or insurance industry.
Hands-on experience with online banking platforms and Treasury Management Systems, i.e. GTreasury, Kyriba, etc.
Demonstrated analytical and organizational skills with the ability to manage multiple priorities under tight deadlines.
Ability to communicate effectively, efficiently and timely to various audience types.

Benefits

Medical
Dental
Vision
401(k) plan
Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

APISFTPTreasury Management SystemsERPAIdata exchangeforecastinganalyticscash managementbank account administration

Soft Skills

analytical skillsorganizational skillscommunication skillsrelationship managementcross-collaborationtime managementproblem-solvingadaptabilityattention to detailprioritization