Looking for a dynamic opportunity in finance? Empower clients, master cash management, and grow your banking career with competitive pay and weekday hours.
PeopleShare is hiring for Financial Account Managersin Toano, VA.
Job Details for Financial Account Managers:
- Schedule: Monday – Friday, 8:30 AM – 5:00 PM
- Pay: $52,000 - 72,000 (based on experience)
- Location: Toano, VA
Job Description for Financial Account Managers:
Serve as the liaison among Treasury Solutions Consultants, Deposit Operations, and Relationship Managers to manage service implementations and ensure customer satisfaction.
Support sales activities by assisting with client presentations, RFPs, documentation processing, and identifying cross-sell opportunities.
Act as the primary point of contact for designated clients, managing implementation and changes to treasury services.
Provide client education and training on treasury products such as online banking, ACH, wires, remote deposit, and fraud protection.
Resolve client service issues, billing inquiries, and escalate advanced technical problems including file formatting and system errors.
Collaborate with internal teams to maintain compliance, manage risk, and ensure ongoing support for Treasury clients.
Handle administrative tasks such as audits, billing, customer reviews, and contribute to system upgrades and integrations.
Job Requirements for Financial Account Managers:
- High School diploma or equivalent required;
- Associate’s degree strongly preferred.
- Bachelor’s degree in a business discipline desired.
- Professional designation in treasury management, such as CTP and/or AAP desired
- 3-5 years of previous banking experience is required.
- 2-5 years of cash management experience is required.
- 3-5 years of proven client management experience is required.
Looking for a role where you can make a real impact? Apply today!
PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs. We have openings for receptionist, insurance agent, data entry, customer service, collections, call center, administrative assistant, income tax preparer, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, production operators, food and beverage manufacturers, forklift, machine operators, maintenance mechanics and office managers.
PeopleShare provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, PeopleShare complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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