• Treasury Support Analyst

    Insight Global (Charlotte, NC)


    Job Description

    This person will provide support to Sonic Automotive, EchoPark, and Sonic Powersports dealerships throughout the United States for banking, payments, and vendor services related to Treasury.

     

    The individual will be the forward-facing support for requests coming from both our frontline dealership teammates and from our corporate partners. Timely, accurate, and professional responses with appropriate follow-up are a MUST as processes, policies, and procedures are communicated and clarified.

     

    This person will also be responsible for continuous improvement and proactive development of processes and procedures related to existing and future Treasury functions.

     

    Specifically, this role will,

     

    Continually work with our company wide Customer Service representatives supporting our Shared Service department as a resource for Treasury related inquiries.

    Additional responsibilities include, but are not limited to:

    Monitor and approve user requests for system access across multiple tools and platforms

     

    Evaluate the need for and set up/delete users within internal and external systems

     

    ACH Positive Pay Exceptions and Authorization Requests

     

    Maintenance and development of key policy documents

     

    Check Positive Pay Research

     

    Transaction Research Requests

     

    Floorplan debt research and analysis

     

    Cashier Check Requests

     

    Cash Change order set up requests

     

    Bank Fee Analysis Statement Review

     

    Smart Safe Adds / Changes / Refresh Requests

     

    Merchant Card / Card Platform Requests and Reports

     

    As needed, execute on tasks required to support the set up and integration of new dealerships as well as the offboarding of dispositioned dealerships.

     

    Provide support to ad-hoc Treasury and partner-initiated projects as needed (e.g., RFP initiatives, executive report-outs).

     

    Workload: daily basis - 20 tickets a day

     

    Most is busy seasons - 50-75 for surge tickets

     

    Ownership of customer service experience for treasury team

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    4-year degree.

     

    Previous cash management

     

    High-level proficiency in Excel, Power Point, and Outlook (all MS Office Suite applications) is required.

     

    Excellent written communication skills, verbal communication skills, and customer service skills are a must.

     

    The ideal candidate will have an aptitude for analysis and problem solving and will demonstrate the ability to learn and adapt quickly. Prefer automotive experience

     

    Finance experience a plus

     

    Previous retail, banking, or customer-facing experience is a plus

     

    Prior project management and/or consulting experience is a plus

     

    If they worked at a restaurant - personable, good, hardworking