AZ Treasury Management Implementation Consultant I

About the role

This newly created position will support two to three Treasury Management Sales Officers (TMSOs) with primary office location dependent upon the selected candidate.

Responsibilities

• Implement and train customers on new Treasury Management services and train new users of existing customers as requested.
• Work directly with TMSOs, Relationship Managers, Bank Operations, Customer Service, and Treasury Support regarding available options for delivery of products.
• Coordinate with support personnel for more complex programming, when necessary, to provide services to customers with unique needs.
• Communicate with TMSOs on the status of all pending implementations and review all service setups to ensure a smooth introduction to MidFirst Bank.
• Prepare and/or coordinate agreements, ensuring customers execute and return them.
• Review monthly billing to validate new services are implemented and billed correctly before introducing Commercial Services as a daily contact.
• Follow up with customers to ensure all newly implemented services are meeting expectations.
• Identify product improvements and solutions observed during implementation and training, and communicate gaps and opportunities to Commercial Product Management.
• Coordinate with Treasury Management Sales Officers on all aspects of Remote Deposit installations.

Requirements

• Bachelor’s degree or equivalent professional experience.
• Minimum of 5 years in Treasury Management sales, Commercial, or Bank Operations.
• Demonstrated knowledge of treasury management products and related business, financial, and risk management processes, bank operations, and compliance.
• Proficiency with word processing, spreadsheet, and presentation software.
• Familiarity with various financial payment software applications desired.