Position Details

Salary $28 – $43 USD / year

Type Full-Time

Experience entry

Exp. Years 2+ years

Education Not specified

Category Business Analysis

About this role

This role supports treasury management clients by analyzing current accounts, identifying process improvements, and assessing operational requests. The analyst acts as a key resource for internal and external stakeholders.

Key Responsibilities

Support treasury consultants
Analyze client data
Identify process improvements
Assess operational requests
Provide customer support

Technical Overview

Focus on treasury management processes, client analysis, operational risk assessment, and data analysis using Microsoft Office tools.

Ideal Candidate

The ideal candidate is an entry-level treasury management support analyst with at least 2 years of experience in client analysis, process improvement, and operational assessment. Strong communication and collaboration skills are essential.

Must-Have Skills

Treasury ManagementClient analysisProcess improvementOperational assessmentRisk evaluationCustomer serviceMicrosoft Office

Nice-to-Have Skills

Treasury Management productsnegotiationrelationship buildingcollaboration

Tools & Platforms

Microsoft Office

Required Skills

Treasury ManagementClient analysisProcess improvementOperational assessmentRisk evaluationCustomer serviceMicrosoft Office

Hard Skills

Treasury ManagementClient analysisProcess improvementOperational assessmentRisk evaluationCustomer serviceMicrosoft OfficeStakeholder communicationSales supportData analysis

Soft Skills

communicationnegotiationrelationship buildingproblem-solvingorganizationcollaborationadaptabilityattention to detail

Industry & Role

Industry Financial Services / Banking

Job Function Assist treasury management teams in client analysis and process optimization.

Role Subtype Treasury Management Sales Support Analyst

Clearance & Visa

Clearance Required None

Visa Sponsorship No

Keywords for Your Resume

treasury managementclient analysisprocess improvementrisk evaluationcustomer serviceMicrosoft Officesales supportbankingfinancial servicesstakeholder communicationdata analysisrelationship buildingnegotiationoperational assessmentsupport analyst

Deal Breakers

Less than 2 years of treasury support experience, Lack of proficiency in Microsoft Office, No experience in banking or financial services, Inability to work in a hybrid environment

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