Demo

Implementation Specialist

Apex Systems
Dallas, TX Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/6/2025

Summary :

First point of contact for clients submitting implementation requests via email / phone channel for high revenue clients. Handles end-to-end processing for complex implementations while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.

Job Titl e : Treasury Operations

Location : Dallas, TX

Contract : 18 Months

Shift : M-F, 8am-5pm

Responsibilities :

  • Manage dedicated email inbox, prioritize, client requests, case and implement eligible items
  • Create a case / package for tracking, monitoring and E2E resolution as applicable
  • Receive and respond to implementation requests received by email and questions from internal partners
  • Conduct limited research and respond to client and be able answer questions and inquiries
  • Utilize the various bank systems to support clients requests.

Skills :

  • 2 years of financial / banking experience
  • Customer Service Skills (internal and external clients)
  • Detailed Oriented / Organized
  • Ability to work in a high paced environment with various systems (Microsoft Office, internal bank systems)
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