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Treasury Management Implementation Specialist IV

Treasury Management Implementation Specialist IV

ComericaDallas, TX, US
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Senior Treasury Management Implementation Specialist

The Treasury Management Implementation Specialist will be responsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Requires close collaboration across all Treasury Management Departments. Successful incumbents possess customer-centricity, strong decision quality, robust technical experience, are good listeners, creative thinkers, effective negotiators, are willing to take command, and are able to build strong peer relationships.

Position Responsibilities :

  • Plan, organize, and manage Treasury Management customer implementations of all levels of complexity using project schedules, status meetings, and email communication.
  • Manage small to large projects from original concept through final implementation.
  • Utilize Project Management methodology to effectively manage low, medium, and high-complexity product implementations and customer trainings.
  • Manage risks and issues; this includes tracking, mitigating, resolving.
  • Cultivate strong relationships with internal Bank partners and external customers to achieve excellent partnerships and delivery of successful product implementations and training.
  • Collaborate with internal and external partners to provide SME assistance / consultations for TM products / services, ERP integration, implementation timelines, etc.
  • Act as the customer advocate between TM, operations, vendors, and the customer, with the customer experience as the focal point.
  • Provides technical and analytical guidance to project team.
  • Manages timeline, scope and quality of projects can vary by scope, complexity, and size.
  • Serve as a subject matter expert of Treasury Management products and how they operate. Skilled at managing the operational requirements of medium to large size commercial customers.
  • Knowledgeable about how customer systems relate and interact with Comerica's applications in order to determine compatibility.
  • Provide quality training for TM products and ensure customer is comfortable with application(s).
  • Assist customers with troubleshooting and resolving system related technical issues at all levels, including installation of bank software.
  • Ensure a smooth transition from the Implementation team to the Relationship Center and / or Relationship Specialist upon completion of setup.
  • Ability to work independently and still function well in a team environment.
  • Demonstrate ability to follow tasks through to completion with minimum supervision and to simultaneously handle multiple tasks with flexibility and good judgment.
  • Demonstrate well-developed time management and prioritization skills.
  • Participate in projects related to process improvement, system conversions, implementation design, product knowledge, and changes that will affect individual and multiple customers.
  • Strong analytical & technical skills.
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Treasury Management Specialist • Dallas, TX, US

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