Treasury Management Sales Coordinator

Treasury Management Sales Coordinator

Our client, a leading organization in the financial services industry, is seeking a Treasury Management Sales Coordinator to join their team. As a Treasury Management Sales Coordinator, you will be part of the Treasury Management department supporting client onboarding and payment migration initiatives. The ideal candidate will demonstrate strong attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently, which will align successfully in the organization.

Location:

Charlotte, North Carolina or Dallas, Texas

What's the Job?

• Partner with clients and their suppliers to support the conversion of paper check payments to electronic solutions such as commercial card and ACH.
• Execute payment migration activities, including tracking progress, updating records, and ensuring completion of required steps.
• Provide professional support and communication to clients and suppliers via email, responding promptly to inquiries and resolving issues.
• Ensure compliance with applicable regulations, internal policies, and procedural standards during all activities.
• Collaborate regularly with the Treasury Management Sales team and other functional partners to coordinate efforts and support customer objectives.

What's Needed?

• At least 2 years of experience in a client-facing, operations, sales, or service-oriented role, preferably within B2B financial services, payments, or Treasury Management.
• Moderate proficiency in Microsoft Excel, including formulas and data organization skills.
• Strong attention to detail with the ability to produce accurate work in a high-volume environment.
• Excellent written communication skills for professional email correspondence.
• Proven ability to multitask, stay organized, and manage time effectively across multiple priorities.

What's in it for me?

• Opportunity to work in a dynamic and regulated environment with a focus on client service excellence.
• Engagement in meaningful work supporting financial transactions and client success.
• Development of skills in electronic payment methods and treasury management processes.
• Collaborative team environment with opportunities for growth and learning.
• Access to comprehensive training and ongoing support to enhance your professional development.

Upon completion of waiting period, consultants are eligible for:

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay