Process Manager (Treasury Management)

The Treasury Management Onboarding Specialist will possess an in-depth technical knowledge of Treasury Management products. In this role, you will utilize expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients.

General Responsibilities :

• Operate independently and exercise professional judgment in making decisions that impact the client experience
• Establish and maintain a high-level of credibility with clients and business partners
• Provide a best in class client experience, while managing internal and external client expectations
• Serve as product expert by accompanying and / or support sales officers on client calls to explain more complex product set-up to customers, provide feedback and advice on modifications, and help ensure our capabilities meet client needs
• Acting as a subject matter expert, provide feedback and advice on modifications of Treasury Management Products
• Will work jointly with Treasury Management Sales on deals prior to sale commitment
• Facilitate pre-implementation kickoff & post sale call with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, roles and responsibilities, discuss documents / information required from the client, and determine agreed upon timeframes for completion; regular communication with client and Treasury Management Sales Officer to update status and address issues
• Effectively manage each implementation as a custom client specific project from end to end while meeting defined SLAs with a focus on expediting revenue generation
• Maintain a current portfolio of client implementations and related promised dates, monitoring requests in queue to ensure aged items are expedited in a timely basis
• Individually responsible for the quality and timeliness of all project deliverables, including executing client Operational Instructions, as well as the implementation of relevant project management practices (status reporting, issue tracking etc.)
• Conduct new client training
• Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and industry knowledge
• Ability to prioritize daily workload to maximize productivity

Qualifications :

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.