Client Delivery Specialist - Treasury Management

About the role

This role is responsible for leading the end-to-end onboarding and implementation of treasury management products and services for commercial clients. The specialist serves as the primary client-facing contact throughout the implementation lifecycle, coordinating with internal partners and third party vendors to ensure accurate, timely, and compliant setup of treasury solutions.

Responsibilities

• Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions.
• Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required.
• Ensure setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
• Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables.
• Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
• Build strong relationships with clients by delivering high-quality, personalized service and ensuring that client needs are met promptly.
• Conduct regular check-ins with clients to ensure ongoing satisfaction with onboarding of products and address any concerns.
• Provide proactive communication regarding system setups, product updates, or potential delays that may affect the onboarding timeline.
• Provide technical assistance, including hyper-care support for all newly implemented services.
• Serve as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
• Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Ensure all documentation and procedures comply with industry regulations and internal policies.
• Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries.
• Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.

Requirements

• High School Diploma or equivalent.
• Bachelor's Degree or the equivalent experience (preferred).
• 3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support (required).
• 1 or more years proven experience in customer service, preferably in a banking or financial services environment (required).
• 2 or more years proficiency in using MS Office Suite and familiarity with banking software or CRM systems (preferred).

Skills

• Strong organizational skills with the ability to manage multiple client implementations simultaneously (required).
• Proven ability to manage timelines and meet deadlines (required).
• Excellent communication skills, both verbal and written, with a customer-centric approach (required).
• Strong knowledge of cash management principals, banking products and financial systems (required).
• Familiarity with project management tools and practices (required).

Qualifications

• Education: High School Diploma or equivalent.

Benefits

• Medical plans with prescription drug coverage.
• Flexible spending account or health savings account depending on the medical plan chosen.
• Dental and vision insurance.
• Life insurance.
• 401(k) program with employer match and Employee Stock Purchase Plan.
• Paid time off programs including holiday pay and paid volunteer time.
• Disability insurance coverage and maternity and parental leave.
• Adoption assistance.
• Educational assistance.
• A robust wellness program with financial incentives.

Pay

The hourly rate for this position is $22.16 - $36.92.

Schedule

This role is a full-time career opportunity that can be hybrid within the Fulton Bank footprint as follows DC, DE, MD, NJ, PA, VA.