CIT Group Inc.

  • Associate - Onboarding Manager Treasury Management

    Location US-CA-Pasadena
    Job ID
    30870
    # Positions
    1
    Job Family
    Operations - Customer Service
    Type
    Full-Time
  • Overview

    Founded in 1908, CIT (NYSE: CIT) is a financial holding company with approximately $50 billion in assets as of Dec. 31, 2017. Its principal bank subsidiary, CIT Bank, N.A., (Member FDIC, Equal Housing Lender) has approximately $30 billion of deposits and more than $40 billion of assets. CIT provides financing, leasing, and advisory services principally to middle-market companies and small businesses across a wide variety of industries. It also offers products and services to consumers through its Internet bank franchise and a network of retail branches in Southern California, operating as OneWest Bank, a division of CIT Bank, N.A. For more information, visit cit.com.

    Responsibilities

    • Provide exceptional customer service to the banks top-tier client portfolio. The Onboarding Manager will assist the Commercial clients with Onboarding new accounts and Treasury Management Products.
    • Independently manage, analyze and resolve a broad range of onboarding details involving services and products supporting various market segments to ensure a smooth onboarding.
    • Provide a high level of responsiveness to internal and external customer inquiries by phone, e-mail, or in person.
    • Make recommendations as to exposure and possible risk to the bank on new accounts and online services. Requires strong critical thinking ability as work is performed independently.
    • The Onboarding Manager will assist in training Client’s on Treasury Management Products as needed (i.e. Remote Deposit Scanner, Positive Pay, Web ACH, Web Wires, Lockbox, Cash Vault and troubleshoot Client’s computer compatibility on various Internet Browsers).
    • Review legal documentation for Corporations, LLC’s, LP’s and various organizations in order to prepare onboarding bank documents. In conjunction with the Banks legal department, review documents submitted by lenders, attorneys and our clients to execute a control agreement.

    Qualifications

    • Bachelor’s Degree in related field or Equivalent work experience
    • 2-4 Years of experience in Banking/Financial Services in a Treasury management/Management Operations function
    • Presentation and communication skills
    • Experience in reviewing legal documents and control agreements
    • Experience in mitigating risk in new account creation
    • Advanced knowledge of Microsoft Office Applications: Word, Excel, and Outlook
    • Ability to interact with all levels of management – Internal & External Clients
    • Technical Skills Required: IBS Insight, Business Online Banking, Internet Explorer, Chrome, Foxfire Browser, Web Ex, Microsoft Office Applications (Word, Excel, & PowerPoint)

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