AZ Treasury Management Implementation Consultant I

Posted 5 Days Ago
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Scottsdale, AZ, USA
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Implements and trains business customers on treasury management services, coordinating with sales, relationship managers, bank operations, support teams, and product management. Responsibilities include managing service setup, agreements, billing validation, customer follow-up, product improvement feedback, and remote deposit installations. Requires knowledge of treasury management products, banking operations, compliance, financial processes, and risk management.
Summary Generated by Built In

The Implementation Consultant is responsible to implement products and services sold to business clients, working closely with Commercial Services and Operations personnel, as well as Relationship Managers and Commercial Banking Officers to ensure that products and services are established as priced and documented. This position is responsible for, but not limited to, the

This newly created position will support two to three TMSOs with primary office location dependent upon selected candidate.   

Job Responsibilities:

  • Implement and train customers on new TM services established and train new users of existing customers as requested
  • Works 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 set ups to ensure a smooth introduction to MidFirst Bank
  • Responsible for the preparation and/or coordination of agreements as well as making sure customers execute and return agreements
  • 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

The qualified candidate will possess a Bachelor degree or equivalent professional experience and a minimum of 5 years in Treasury Management sales, Commercial or Bank Operations. Incumbent must have 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 required. Familiarity with various financial payment software applications desired.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

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

MidFirst Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.

  • Healthcare Strength Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
  • Retirement Support A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
  • Leave & Time Off Breadth Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.

MidFirst Bank Insights

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The Company
HQ: Oklahoma City, OK
2,197 Employees
Year Founded: 1982

What We Do

MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.

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