Treasury Management Specialist

Title : Sr. Process Manager (Treasury Management)

Location : Plano, TX (Hybrid – 3 Days a week)

Duration : 12 Months of Contract

Job Description

The SBB Onboarding Specialist will possess an in-depth technical knowledge of Treasury Management products. Candidate will utilize their expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients. The SBB Onboarding Specialist will work closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation by improving client experience and increasing client retention rate through effective management of client implementations. The SBB Onboarding Specialist is responsible for implementing and directing all aspects of Treasury Management products and related service set-up for new and existing clients of Treasury Management Offerings. Acting as a central point of contact for the client throughout the implementation process, the Onboarding Specialist develops a customized plan for each client and directs junior resources and required internal partners (i.e., product, operations, technology, and risk) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation

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

Basic Qualifications :

Preferred Qualifications :

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority / Gender / Disability / Religion / LGBTQI / Age / Veterans.”