6 Treasury Management Implementation Specialist II Jobs in Denver, CO
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Treasury Management Implementation Specialist II
$68k-87k (estimate)
Full Time | Investment Management
1 Month Ago
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First Western Trust is Hiring a Treasury Management Implementation Specialist II Near Denver, CO
First Western is seeking an Treasury Management Implementation Specialist II to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a Treasury Management Implementation Specialist II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Commercial Treasury Management team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Experience Level Experience Details Required/Preferred3-5 Years Private Banking Experience Required
1-3 years Treasury Management/Business Banking/Cash management products and services Required
1-3 Years Bank Operations/Implementations Experience Preferred
License/Certification Details Time Frame Required/PreferredCertified Treasury Professional (CTP) Within 1 year of hire Preferred
Accredited ACH Professional (AAP) N/A Preferred
Certified Payments Professional N/A Preferred
What You Receive:At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $70,000 - $107,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$71,000—$107,000 USD
As a Treasury Management Implementation Specialist II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Commercial Treasury Management team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
- Facilitate set up of treasury management clients through implementation of client training and support of all Treasury Management products and services for new and existing clients
- Serve as a primary point of contact with Profit Center associates during the commercial client onboarding and implementation phase, addressing any issues or concerns promptly and effectively
- Collaborate with the sales team to understand commercial client needs, assist in pre-sales activities, assist with generating proformas and contribute with recommendations during the proposal process for both potential and current commercial clients
- Have strategic conversations with associates in order to exceed stated core deposit and fee income production goals by supporting Treasury Management team in revenue generating activities and sales support through periodic joint sales calls with sales team
- Assist with providing comprehensive Treasury Management training sessions for internal teams on documentation, new and existing product features, onboarding, and the implementation process to ensure consistency and quality in service delivery
- Develop and maintain ongoing product support material including detailed internal documentation, standard operating procedures (SOPs), user-friendly client product guides, and product marketing materials
- Prepare and gather weekly, monthly and quarterly data for ACH and Remote Deposit Capture annual review reports, SLA metrics, credit card recourse reports, risk awareness tracking, and CRM WIN and pipeline reporting
- Monitor TM CRM queue for new client onboarding requests
- Assist the treasury management team in administering core products including acting as the subject matter expert for those products in client experience, online business portals, sales and RFP's, implementation, service, operations and risk & compliance, and product modeling for revenue forecasting
- Collect feedback from clients and team members to identify areas of improvement and enhance future implementations
- Proficient in MS Office Tools: Outlook, Excel, PowerPoint and Word
- Familiar with IBS Insight, Extended Account Analysis (XAA), and Baker Hill a plus
- Detailed knowledge of business banking regulations and compliance as it relates to business banking operations
- Exceptional verbal and written communication skills
- Excellent interpersonal skills to effectively liaise with clients and internal teams
- Proficient in creating SOPs and training material
- Keen attention to detail
- Aptitude to learn documentation and risk requirements
Experience Level Experience Details Required/Preferred3-5 Years Private Banking Experience Required
1-3 years Treasury Management/Business Banking/Cash management products and services Required
1-3 Years Bank Operations/Implementations Experience Preferred
License/Certification Details Time Frame Required/PreferredCertified Treasury Professional (CTP) Within 1 year of hire Preferred
Accredited ACH Professional (AAP) N/A Preferred
Certified Payments Professional N/A Preferred
What You Receive:At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $70,000 - $107,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$71,000—$107,000 USD
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$68k-87k (estimate)
POST DATE
07/09/2024
EXPIRATION DATE
08/22/2024
WEBSITE
myfw.com
HEADQUARTERS
ENGLEWOOD, CO
SIZE
200 - 500
FOUNDED
2004
TYPE
Public
CEO
CHRISTIAN LEWIS
REVENUE
$50M - $200M
INDUSTRY
Investment Management
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About First Western Trust
First Western Trust is an investment management firm that provides wealth planning and retirement consulting services for individuals and businesses.
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