Description:

Hybrid: 4 days or less in the office.

Hours & Work Schedule:

• Hours: 40/week
• Schedule: Mon Fri, 8-5:30p

Implementation Specialist

The mission of the Private Bank Operations is to deliver a best-in-class experience for Private Bank clients and the colleagues that support them. Our Implementation Specialist supports the Treasury Services for the Private Bank, with an emphasis on operational excellence and superior service. This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience. This role develops and maintains effective working relationships with peers while operating effectively in an environment of cooperation and change. The goal is to ensure that requests are processed timely, accurately, and with completeness to ensure a positive customer experience and to mitigate risk.

Primary responsibilities include:

• Facilitates the Treasury Implementation process and for the Private Bank supporting requests in a fast-paced high output environment
• Maintain a positive and proactive attitude while addressing client concerns, ensuring that each interaction reflects a commitment to exceptional service and customer satisfaction.
• Collaborate with a vibrant, high-energy team where your contributions drive collective success and innovation
• Suggest customer experience improvement opportunities as you identify them. Demonstrate ability and willingness to drive these to completion.
• Applies and enforces risk mitigation controls
• Escalates any exceptions to leadership and other concerned parties
• Produces high quality output; completes quality management duties as assigned
• Executes additional tasks as required

Required Skills/Experience:

• 5 years relevant banking experience with an operations or customer service team
• Ability to effectively communicate with Business Partners
• Ability to plan and prioritize workload to meet critical SLAs
• Experience implementing change and process improvements
• Effectively handles multiple priorities with efficiency and accuracy
• Proficient in data entry
• Strong attention to detail
• Effective customer service skills
• Proficiency in Microsoft applications including advanced Outlook, Excel, Word and Power Point