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
• Ability to problem solve with strong attention to detail
• Ability to multi-task and prioritize
• Ability to work in a team environment
• Must feel comfortable helping customers with technical problems, including troubleshooting computer settings and assisting with software installations
• Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications

Compensation & Benefits

• Salary Range: $52,000 – $89,000, aligned to experience, skills, and education.
• Comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, sick leave, and 401(k).
• Hours of paid leave may vary based on position.

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