Treasury Management Implementation Specialist

Responsibilities

• Leverage a thorough understanding of Treasury Management services, benefits, features, and product functionality to serve as a liaison between Treasury Management Sales Officers (TMOs) and clients or prospects.
• Provide Treasury Management support directly to business clients serving as contact for day-to-day operational support and on-going, complex servicing needs of treasury management relationships.
• Deliver an outstanding client experience by responding quickly to client requests and ensuring follow up and escalation of client needs.
• Closely track pending client issues or requests to ensure timely resolution.
• Where necessary, coordinate with Commercial Services, Bank Operations or Card Services to ensure problems such as password resets, technical issues, troubleshooting, and ACH/Wire limit increases are resolved promptly.
• Implement services sold to clients and prospects by working directly with Commercial Services and Bank Operations personnel, client Relationship Managers, and Treasury Management Officers to identify and manage product delivery.
• Communicate frequently with TMOs and Relationship Management Officers regarding the status of all pending implementations, ensuring visibility and timely follow-up throughout the process.
• Review all product set-ups to ensure a smooth and accurate implementation experience for both new and existing clients.
• Prepare and coordinate all legal agreements and implementation forms to ensure agreements are properly executed.
• Follow up with commercial clients to ensure all services and products meet expectations and that clients are receiving appropriate charges for services provided.
• Validate billing for all new products and services sold to ensure the Bank’s compensation for services is accurate.
• Identify cross-sell opportunities to strengthen commercial client relationships and improve client profitability.
• Identify product improvements and solutions by communicating client needs to TMO and Commercial Product Management.
• Utilize strong time-management skills and sound judgment to prioritize competing responsibilities, meet deadlines, and ensure client expectations are met.

Requirements

• 3-5 years of related banking experience.
• Treasury Management experience strongly preferred.
• Must enjoy customer interaction and have the ability to sympathize with customers while maintaining proper controls.
• Able to problem solve with strong attention to detail.
• Able to multi-task and prioritize.
• Able to work in a team environment.
• Must feel comfortable helping customers with technical problems, including troubleshooting computer settings and assisting with software installations.
• Must use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications.

Pay

• Salary Range: $52,000 – $89,000, aligned to experience, skills, and education.

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage;
• paid holidays, vacation, sick leave, and 401(k).

Schedule

• Anticipated start date: 10/01/26.
• The position will be reposted if not filled by this date.