Eastern Bank

The Treasury Services Analyst II candidate would manage both onboarding new customers and provide continuing support to guarantee an excellent customer experience. The analyst would be responsible for supporting internal (Sales & RM) and external customers. This individual would be responsible for participating in cross-functional projects focused on enhancing and improving current Treasury product and service offerings.

Major Responsibilities:

• Onboarding new customers: Act as a project manager to coordinate a smooth onboarding experience for new clients. This would include synchronizing account opening with the lending assistant and the creation and collection of the appropriate agreements with the customer to set up Treasury services. Work closely with Implementation & Training to ensure that the services are set up properly and client is trained as needed. Maintain quality of paperwork and timeliness of implementations.
• Customer Support: Independently provide account management, client servicing including maintenance to existing services to the customers. Research, analyze, and resolve a wide range of treasury, cash management and or depository products and services issues of varying complexity. Able to prioritize workflow. Provide high-quality support for customer needs.
• Sales Support: Responsible for curating set-up forms, coordinating demos, portfolio/pricing maintenance. Able to provide back-up support while sales representative is away from the office with clients. Able to effectively support multiple sales representatives.
• Cross-Functional Projects: Assist with representing Treasury Sales in cross-functional projects that may result in new product offerings, service updates, etc. Share feedback with cross-functional partners that can be used to enhance current processes or product offerings.

PROBLEM SOLVING & DECISION MAKING:

The Treasury Services Analyst II should collaborate with their sales representatives for direction when onboarding a new customer. The Treasury Services Analyst II will have control over the onboarding process and judge when it is appropriate to include internal business partners, product and training. The Treasury Services Analyst II should independently be able to identify which documents and onboarding procedures are required based on the services being implemented. The Treasury Services Analyst II should be well-versed in all cash management products offered by the bank and current onboarding procedures.

REQUIREMENTS:

Education and Experience

• Qualifications 3-5 years previous experience working in Treasury/Cash Management sales, product, service, or implementation.
• Must be comfortable working directly with clients both in-person and over the phone/email.

Skills/Knowledge

• Have a strong working knowledge of Treasury/Cash Management services. Must be able to work independently and in a team environment.
• Excellent written and verbal communications skills. Must be able to adapt and tailor message to audience (Sales, Product, Operations, and Client).
• Must have superior follow through, be highly organized and be efficient with time management.

At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.

Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.

At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.