Senior Treasury Management Implementation Specialist

Senior Treasury Management Implementation Specialist

This is a full-time career opportunity that offers a hybrid work schedule within our five state footprint of PA, MD, NJ, DE, and VA post-training. Core working hours Monday through Friday, 8 : 30 am - 5 pm. This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience. Will also provide Tier II support to provide resolution to client inquiries, issues, and / or technical support as needed. This role is client-facing and will assist junior members of the team providing support for implementation and modification of services.

Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Collaborate with clients, internal partners, and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations. Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality. Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer. Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction. Ensure all documentation and procedures comply with industry regulations and internal policies. Maintain a deep understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients. Assist clients in understanding how to optimize the use of cash management services to improve efficiency in managing their cash flow. Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure. Assist junior members of the team, providing mentoring and additional support for implementation or system issues.

Education : High School Diploma or equivalent. Specialty : general studies. (Required) Bachelor's Degree or the equivalent experience. Specialty : general studies. (Preferred)

Experience : 5 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required) 2 or more years project management or similar experience. (Required)

Knowledge, Skills, and Abilities : Proven experience in customer service, preferably in a banking or financial services environment. (Required) Strong organizational skills with the ability to manage multiple client implementations simultaneously. (Required) Proven ability to manage timelines and meet deadlines. (Required) Proven leadership skills and the ability to mentor junior team members. (Required) Excellent communication skills, both verbal and written, with a customer-centric approach. (Required) Familiarity with project management tools and practices. (Required) In-depth knowledge of cash management principals, banking products, and financial systems. (Required)

Pay Transparency : To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses / credentials. The salary range may vary based on geographic location. The hourly rate for this position is $24.13 - $40.24.