Business Support Relationship Specialist-2

This is a Non-Employee Contingent Worker Role providing services for TIAA's family of companies and will be employed by TIAA's preferred 3rd Party Supplier. As a Non-Employee CW, perform a variety of moderately complex business planning, support, and project-related duties. Demonstrates an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in this posting.

The anticipated term of this engagement will be 4 months. This term could be extended based on company business needs.

TIAA has entered into a definitive agreement to sell TIAA Bank to new investors with extensive experience in financial services, as part of the company's strategy to refocus on its core retirement business and Nuveen, the company's asset manager. When the transaction is complete, in 2023, TIAA will retain a non-controlling stake in the bank, demonstrating the company's confidence in the bank's future success

The Business Support Relationship Specialist discerns each client's treasury management needs (via interviews, transaction history, and modeling tools) and advises them as to the features and benefits of each product and/or service, prepares and tracks all necessary approval documentation, facilitates an error free and on-time implementation, and properly trains the client to effectively utilize each service. Under limited supervision, this job is responsible for providing each client with ongoing support of all banking products and services in a manner that exceeds client expectations.

Key Responsibilities and Duties

• Establishes and maintains business relationships by evaluating client needs and recommending the appropriate treasury management products and/or services primarily through telephone, email, and chat.
• Maintains expertise on all current banking treasury management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.
• Facilitates the timely and accurate implementation and delivery of treasury management products and services by proactively interfacing and coordinating with the appropriate business units.
• Understands and explains the banking service charge structure and methodologies including fees, earnings credits, compensating balances, and account analysis system functionality.
• Maintains a thorough working knowledge of all banking business account types to be able to combine this knowledge with that of treasury management products and/or services in order to properly assess client needs and discern where currently-enrolled products and services should be modified for the benefit of the client.
• Assist clients and banking business units with complicated support issues in such a manner as to provide an exceptional client experience.
• Complies with all appropriate banking regulations and all banking policies and procedures including those regarding bank security and the code of conduct.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

3IC

Start Date: 15-May-2023

End Date: 02-Oct-2023

Travel Required: No

Base Pay Range: $20.00/hr. - $50.00/hr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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