Treasury Management Implementation Analyst Senior

Location:  Onsite at Memphis, TN, Raleigh, NC, New Orleans, LA, Chattanooga, TN, Dallas, TX, Nashville, TN, Miami, FL, Lafayette, LA, or Atlanta, GA.

Summary:

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers and ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on a weekly basis during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience.

Essential Functions:

• Accountable for running large onboarding projects from beginning to end to implement treasury services for our commercial clients
• Ability to define project scope and deliverables that support business goals
• Sets, manages, and effectively communicates project expectations to team members in a timely and clear manner
• Perform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as required
• Develop and manage implementation project plans
• Lead all phases of the implementation process including pre and post implementation support
• Proactively coordinate with multiple resources to ensure client requirements are met
• Provide detailed client training for new services
• Partner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation
• Candidates should have working knowledge of complex Treasury Management products and services, such as ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payables, Transmissions, Image Cash Letter, etc.
• Ability to convey technical information in a way that is easy for others to understand
• Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experience
• Maintain understanding and ability to navigate across the bank’s internal and client facing systems
• Possess and demonstrate a high level of professionalism and communicate in a clear and concise manner
• Attend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies
• Perform other responsibilities as assigned

Qualifications:

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
• Must have Undergraduate College Degree (BS/BA)
• 10 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
• Previous implementation/project management experience is a plus
• Ability to work independently with an analytical aptitude
• Attention to detail and the ability to manage multiple priorities
• Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
• Adaptable and resilient to all situations with an optimistic outlook
• Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
• A track record of gaining an understanding of client needs and delivering excellent customer service
• Ability to self-prioritize and excellent time management skills
• Strong planning, project organization skills and attention to detail
• Proficient with Microsoft Word, Excel, and Outlook

Certificates, Licenses, Registrations:

• Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable

Hours:

• Monday - Friday
• 9:00 AM - 5:00 PM