Treasury Management Customer Analyst I Job Listing at Kelly Services in Phoenix, AZ (Job ID US3608703_BH9921895)

Description

Job Title: Treasury Management Customer Analyst
Location: Phoenix, AZ 85018
Employment Type: Temp-to-Hire Job Summary:
We are seeking four Account Opening Specialists to join our team in Phoenix, AZ. In this role, you will analyze account documentation and fulfill deposit account openings and maintenance for high-value, high-revenue-generating customers. This position requires a detail-oriented individual who can manage a high volume of accounts while ensuring compliance with procedural and legal requirements. Key Responsibilities:

• Analyze account documentation to meet procedural and legal requirements for complex relationships.
• Fulfill deposit account opening and maintenance requests for commercial, consumer, and specialty accounts.
• Provide detailed reviews of new deposit account requests across multiple states and for international requests.
• Maintain a high level of customer service while managing an average of 25 accounts per month.
• Communicate effectively with clients and internal teams regarding account status and requirements.
• Collaborate with various departments to ensure seamless account opening processes.

Required Qualifications:

• Experience: Previous experience in account opening or banking preferred.
• Skills:
• Excellent analytical skills for reviewing account documentation.
• Strong communication skills, both written and verbal.
• Ability to manage high volumes of accounts while adhering to service level agreements.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Basic understanding of banking regulations and compliance.

Working Conditions:

• Schedule: 8:00 AM - 5:00 PM (40 hours per week, 30-minute lunch).
• Work location: 3200 E. Camelback Rd., Ste 150, Phoenix, AZ 85018.
• Flexibility to work remote 1-2 days per week after training.

Pre-Screening Requirements:

• Resume Required: Yes
• Background Check Required: Yes
• Drug Test Required: No
• Fingerprint Required: Yes

Application Process:
If you are interested in this opportunity and meet the qualifications, please submit your resume for consideration. We look forward to hearing from you!
 
 

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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