ITAC Solutions is searching for a Treasury Client Partner in the Houston, TX area. You will be involved in the sales and support of Treasury Management products to internal clients, assisting with sales inquiries, preparation of proposals to cross sell the existing portfolio. This will require a high level of customer service, attention to detail, sales and relationship management, organization and time management, and ability to adapt to changes.
What you’ll be doing:
- Act as point of contact for all client implementation needs, help to identify and resolve any potential issues, engage team members as needed to ensure quick resolutions.
- Identify, recommend, and implement changes to processes/procedures to improve departmental performance.
- Coordinate execution of all implementation agreements, contracts, and documents.
What you’ll need:
- 2-5 years of Treasury Management Experience
- Strong knowledge of Banking and Treasury Management
- CTP certification
- Proven ability to build and maintain relationships
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