Treasury Management Implementation Specialist

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About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

The Treasury Management Implementation Specialist position is primarily responsible for ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on weekly basis during the implementation to execute the agreed upon contract, build relationships and ensure client satisfaction.

Hybrid/Flexible - work from home two (2) days per week after successfully completing training (up to six (6) months), office location is downtown Kansas City, MO

Essential Functions

  • Develop client by client project plans to meet commitments in their SLA plans
  • Create defined project plan that matches the client's overall objectives and goals to deliver on-time and under budget implementations by working collaboratively with internal teams, including IT and Operations (ACH, Electronic Banking, Wires, Lockbox, CRF Maintenance, Account Analysis, Commercial Customer Support, Information Technology and Transmissions), and external vendors
  • Requirement gathering, documentation, communication, and recurring meetings to meet program goals as required by product and implementation type
  • Proactively coordinate multiple resources to ensure clients' objectives are met
  • Act as a liaison between our internal operational partners and our customers (Treasurer, CFO, CEO, Accounts Payable Managers and Purchasing Manager) throughout the implementation process
  • Accurate and proactive program updates to customer and internal Account Manager
  • Review the accuracy of contract completion and validate product setups
  • Proactively identifying and recommending appropriate solutions to ensure clients' objectives are met
  • Provide initial system training for customers new to either Commerce Bank or a Service
  • Perform other duties as assigned


Knowledge, Skills & Abilities Required

  • Disciplined with ability to work independently
  • Proven proactive communication with all levels and departments
  • Understanding of contract language, Operating Rules, regulations and requirements as well as various modes of processing
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Strong analytical aptitude
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate level proficiency with Microsoft Word, Excel and Outlook


Education & Experience

  • Bachelor's degree or equivalent combination of education and experience required
  • 2+ years of experience in the areas of implementation, project management, sales or portfolio management required
  • Payment experience (ACH, wires, electronic banking, lockbox, transmissions, etc.) a plus
  • Commercial and/or Treasury experience a plus


Level I or II varies based on knowledge, skills and experience

#LI-Hybrid

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time

More Information on Commerce Bank
Commerce Bank operates in the Financial Services industry. The company is located in Kansas City, MO, Arnold, MO and St. Louis, MO. It has 3965 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 13 open jobs at Commerce Bank, click here.
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