Job Description
Job Description
We are offering a contract to hire employment opportunity for a Financial Analyst in San Jose, California. This role is instrumental in our Treasury Management department, where you will be responsible for providing exceptional customer service, overseeing various departmental tasks, and contributing to team projects.
This role is heavily involved in customer interactions, document preparation, and data analysis.
Responsibilities :
- Oversee the Treasury Sales Outlook and DocuSign Inboxes, ensuring a timely response to all requests.
- Prepare and provide Treasury Management Services documents and forms to internal and external clients.
- Review returned documentation for proper completion and submit for processing.
- Assist in the preparation of department reports and certifications, including audit, product statistics, sales, and monthly management reports.
- Maintain the accuracy of Master Lists and applicable related systems.
- Support the analysis system, assisting in the opening and closing of the month, monthly reporting, and exception pricing.
- Provide exceptional customer service to Treasury Management clients, responding to inquiries in a professional, timely, and efficient manner.
- Assemble data for Treasury Sales Officers in preparation of the Remote Deposit and ACH Risk Level Worksheets.
- Oversee Remote Deposit Scanner inventory, including testing and shipping of new and replacement scanners, and collection of returned equipment.
- Proficiency in Microsoft Excel is required
- Strong customer service skills
- Experience in treasury management
- Administrative assistance skills are essential
- Bachelor's degree in Finance, Economics, or a related field
- Demonstrated ability to analyze financial data and prepare financial reports
- Strong knowledge of financial markets, banking, and the analysis and reporting of financial data
- Excellent problem-solving, analytical, technical, IT and numerical abilities are crucial
- Strong oral and written communication skills
- High attention to detail and strong analytical skills
- Ability to work in a fast-paced environment and manage well through ambiguity and complexity
- Ability to execute and follow-through to completion and documentation
- Ability to work well in a team environment, as well as independently.
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