TM Implementation Specialist - Charlotte NC, Port St. Lucie FL, Atlanta GA
About the position
Responsibilities
• Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing.
• Manage Implementation queue workflow to ensure workload parity across Implementation team.
• Receive, validate, record and image Treasury Management implementation documentation for setup and maintenance to clients' TM products, services and pricing.
• Create, maintain and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers.
• Implement TM products/services as required, gaining assistance from other areas as needed until implementation is completed.
• Perform testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed.
• Communicate with clients regarding file testing and any format changes needed.
• Coordinate installation and testing for Remote Deposit Capture clients.
• Ensure that all quality service level agreements related to implementation tasks and timelines are met.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Maintain ownership of problem resolution on any Treasury Management implementations, including identifying the issue, resolving and following up with clients to ensure satisfaction.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Provide clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.).
• Provide clients with walk-through and training on services as required, either by telephone or WebEx.
• Review initial account analysis statement to ensure accuracy and completeness.
• Follow up with clients to ensure all products/services are implemented and functioning correctly, that pricing is accurate and that any additional client needs are met.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services.
• Provide guidance and support to teammates on the Treasury Management Implementation team.
• Be available for occasional on-site client visits as required.
• Maintain appropriate tracking logs, based on client additions/changes/deletions.
• Provide subject matter expertise to internal bank staff as required.
• Act as back-up to Treasury Management Client Support team.
• Assist with special projects as required.
• Participate in data mapping, testing and other conversion projects related to Bank mergers.
Requirements
• Associate's degree or higher preferred.
• 3-5 years Treasury Management Support experience; 5 years previous banking experience preferred (Commercial Call Center, Client Service, Operations).
• Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred.
• MS Office expertise (MS Excel, Word, Outlook, Project).
• Ability to read, write, speak and understand English.
• Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions.
• Excellent written/oral communications skills.
• Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy.
• Strong organization skills.
• Ability to manage multiple detailed work assignments with a high degree of accuracy.
Apply Now
Apply Now
Responsibilities
• Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing.
• Manage Implementation queue workflow to ensure workload parity across Implementation team.
• Receive, validate, record and image Treasury Management implementation documentation for setup and maintenance to clients' TM products, services and pricing.
• Create, maintain and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers.
• Implement TM products/services as required, gaining assistance from other areas as needed until implementation is completed.
• Perform testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed.
• Communicate with clients regarding file testing and any format changes needed.
• Coordinate installation and testing for Remote Deposit Capture clients.
• Ensure that all quality service level agreements related to implementation tasks and timelines are met.
• Advise clients on potential improvements to online security, product/service utilization and enhancements.
• Maintain ownership of problem resolution on any Treasury Management implementations, including identifying the issue, resolving and following up with clients to ensure satisfaction.
• Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
• Provide clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.).
• Provide clients with walk-through and training on services as required, either by telephone or WebEx.
• Review initial account analysis statement to ensure accuracy and completeness.
• Follow up with clients to ensure all products/services are implemented and functioning correctly, that pricing is accurate and that any additional client needs are met.
• Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services.
• Provide guidance and support to teammates on the Treasury Management Implementation team.
• Be available for occasional on-site client visits as required.
• Maintain appropriate tracking logs, based on client additions/changes/deletions.
• Provide subject matter expertise to internal bank staff as required.
• Act as back-up to Treasury Management Client Support team.
• Assist with special projects as required.
• Participate in data mapping, testing and other conversion projects related to Bank mergers.
Requirements
• Associate's degree or higher preferred.
• 3-5 years Treasury Management Support experience; 5 years previous banking experience preferred (Commercial Call Center, Client Service, Operations).
• Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred.
• MS Office expertise (MS Excel, Word, Outlook, Project).
• Ability to read, write, speak and understand English.
• Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions.
• Excellent written/oral communications skills.
• Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy.
• Strong organization skills.
• Ability to manage multiple detailed work assignments with a high degree of accuracy.
Apply Now
Apply Now