At a Glance
- Tasks: Support clients with treasury services and build strong relationships.
- Company: Join a dynamic team in a leading financial services firm.
- Benefits: Full-time role with opportunities for growth and development.
- Other info: Inclusive workplace that values diversity and supports your career journey.
- Why this job: Make a real impact by helping clients manage their finances effectively.
- Qualifications: Experience in client service; financial services background is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We are seeking a Treasury Client Service Advisor to join an established team in Chester. You'll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery and build relationships with a variety of client stakeholders.
Duties:
- Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
- Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
- Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
- Form strong client relationships through regular verbal communication, understanding our clients' business and priorities.
- Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
- Face to face meetings, delivering thorough, advisor service reviews.
- Promoting self-service opportunities and demand reduction.
- Tailoring your service approach according to client needs in order to influence positive 'client satisfaction' survey responses.
- Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
- Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
- Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.
Core skills – Required and Desirable:
- Experience in client service or client facing roles.
- Experience gained within financial services or investment banking (Desirable).
- An understanding of cash management and/or treasury products and clearings (Desirable).
- Appetite to evolve and add to a continued excellence environment.
- The ability to travel to client visits.
- Strong verbal and written communication skills.
Nice to have:
- Fluency in a major European language in addition to English (written, reading and speaking).
Whether you're already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we'd love to hear from you. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Treasury Client Service Specialist. Job in Chester LilyLifestyle Jobs employer: Pontoon
As a Treasury Client Service Specialist in Chester, you will join a dynamic team that values collaboration and client satisfaction. Our inclusive work culture fosters personal and professional growth, offering opportunities to develop your skills in financial services while building strong relationships with clients. With a commitment to excellence and support for diverse backgrounds, we ensure a rewarding and meaningful career path in a vibrant location.
StudySmarter Expert Advice🤫
We think this is how you could land Treasury Client Service Specialist. Job in Chester LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Treasury Client Service Specialist role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of cash management and treasury products. Be ready to discuss how your experience aligns with the role and how you can help clients achieve their goals. Confidence is key!
✨Tip Number 3
Showcase your communication skills! Practice articulating your thoughts clearly and concisely, especially when discussing client relationships and conflict resolution. Remember, this role is all about building trust and rapport with clients.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from motivated candidates like you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let's get you that interview!
We think you need these skills to ace Treasury Client Service Specialist. Job in Chester LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client service and treasury products. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since strong verbal and written communication is key for this role, ensure your application reflects this. Use clear, concise language and consider including examples of how you've effectively communicated with clients in the past.
Highlight Teamwork Experience:This role is all about collaboration, so be sure to mention any experiences where you’ve worked as part of a team. We love seeing how you’ve contributed to achieving common goals and delivering excellent service together!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Pontoon
✨Know Your Treasury Basics
Before the interview, brush up on your knowledge of cash management and treasury products. Understanding these concepts will not only help you answer questions confidently but also demonstrate your genuine interest in the role.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you've successfully managed client relationships or resolved conflicts. Highlighting your ability to communicate effectively and tailor your service approach will resonate well with the interviewers.
✨Research the Company Culture
Familiarise yourself with the company's values and culture. Since they emphasise inclusivity and teamwork, be ready to discuss how you can contribute to a cohesive team environment and support their commitment to excellence.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you. Consider asking about their approach to client satisfaction and how they measure success.
