Client Delivery Specialist Senior

Company:  ASSOCIATED BANK NA
Location: Milwaukee
Closing Date: 22/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. Ensure smooth onboarding of products and services for new and existing clients. Collaborate with internal departments and clients\' Finance, Legal, and IT teams. Manage multiple implementation projects, including client interaction, training, action item tracking, deposit account opening, and new product roll-outs. Conduct training sessions, both in-person and online, for existing customers on new or existing products and services. This person will also: Facilitate new product and service implementation, ensuring proper delivery and use. Resolve customer questions and operational errors regarding product setup. Conduct online and in-person training sessions, establishing and communicating training materials. Manage workflow for new and incremental implementations, meeting SLA targets. Mentor and train other Client Delivery Specialists, aligning clients\' needs with bank capabilities. Organize and execute multiple projects, maintaining knowledge of Treasury Management products and services. Partner with the CDTM Implementation Team to ensure compliance with Bank standards. Adhere to internal and external policies and regulations, providing account maintenance for complex or high-profile clients. Review the qualifications listed below: Education Bachelor\'s Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field. Required Experience 4-7 years Banking, project management or business development. Knowledge of CDTM products, and other non-borrowing and bank products and services. Required Licenses and Certifications AAP - Accredited ACH Professional within 2 years. Preferred CTP - Certified Treasury Professional within 2 years. Preferred CAMS-Certified Anti-Money Laundering Specialist within 2 years. Preferred CAPM - Certified Associate in Project Management within 2 years. Preferred Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required In addition to core traditional benefits, we take pride in offering... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (\"Associated\") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/4D380995C3D240BF

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ASSOCIATED BANK NA
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