Treasury Management Implementation Analyst Senior

Location:  Onsite at Memphis, TN, Raleigh, NC, New Orleans, LA, Chattanooga, TN, Dallas, TX, Nashville, TN, Miami, FL, Lafayette, LA, or Atlanta, GA.

Summary:

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers and ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on a weekly basis during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience.

Essential Functions:

• Accountable for running large onboarding projects from beginning to end to implement treasury services for our commercial clients
• Ability to define project scope and deliverables that support business goals
• Sets, manages, and effectively communicates project expectations to team members in a timely and clear manner
• Perform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as required
• Develop and manage implementation project plans
• Lead all phases of the implementation process including pre and post implementation support
• Proactively coordinate with multiple resources to ensure client requirements are met
• Provide detailed client training for new services
• Partner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation
• Candidates should have working knowledge of complex Treasury Management products and services, such as ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payables, Transmissions, Image Cash Letter, etc.
• Ability to convey technical information in a way that is easy for others to understand
• Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experience
• Maintain understanding and ability to navigate across the bank’s internal and client facing systems
• Possess and demonstrate a high level of professionalism and communicate in a clear and concise manner
• Attend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies
• Perform other responsibilities as assigned

Qualifications:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
• Must have Undergraduate College Degree (BS/BA)
• 10+ years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
• Previous implementation/project management experience is a plus
• Ability to work independently with an analytical aptitude
• Attention to detail and the ability to manage multiple priorities
• Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
• Adaptable and resilient to all situations with an optimistic outlook
• Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
• A track record of gaining an understanding of client needs and delivering excellent customer service
• Ability to self-prioritize and excellent time management skills
• Strong planning, project organization skills and attention to detail
• Proficient with Microsoft Word, Excel, and Outlook

Certificates, Licenses, Registrations:

• Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable

Hours:

• Monday - Friday
• 9:00 AM - 5:00 PM

About Us:    

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)