Job Details
Treasury Management Onboarding Specialist I
This Position is for a Treasury Management (TM) Onboarding Specialist I with a work location in Tupelo, MS.
Description
What The Role Is:
The Treasury Management (TM) Onboarding Specialist I is responsible for supporting a team of Treasury Management Sales Officers (TMO) and Relationship Managers (RM) ensuring the smooth implementation of all Treasury products, ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.. This position is expected to meet with assigned clients 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 of customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience.
How You will Make an Impact
Identify clients requirements and provide subject matter expertise regarding product onboarding and file transmittal data mapping.
Create and Manage project plans and timelines to ensure the client is in production by requested go live date.
Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines
The ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward.
Implement business processes and configuration necessary to meet client requirements.
Execute all necessary onboarding agreements, contracts, and exhibits in order to adhere to all audit requirements.
The ability to overcome new challenges, provide concrete results of your engagement and ability to anticipate and proactively take initiative to qualify a problem or challenge resulting in a (creative) solution.
Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies.
Manages and leads productive client onboarding and post Onboarding meetings with all involved parties.
Work with vendors for third party services by managing expectations and monitoring deliverables.
Must be able to work independently and manage workflow and expectations with little oversight.
Some travel required for onsite client meetings.
Maintains up-to-date knowledge of competitors' products and pricing in the market.
Who You Are
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.
Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
3 + years of previous implementation/project management experience with ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.
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
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, Outlook, Salesforce and Commercial Center
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Description
What The Role Is:
The Treasury Management (TM) Onboarding Specialist I is responsible for supporting a team of Treasury Management Sales Officers (TMO) and Relationship Managers (RM) ensuring the smooth implementation of all Treasury products, ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.. This position is expected to meet with assigned clients 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 of customer implementation function for Treasury Management Services and is critical to a high-quality onboarding customer experience.
How You will Make an Impact
Identify clients requirements and provide subject matter expertise regarding product onboarding and file transmittal data mapping.
Create and Manage project plans and timelines to ensure the client is in production by requested go live date.
Provide matrix leadership to cross-functional teams to accomplish project tasks and timelines
The ability to communicate and share information in a way that leads to meaningful conversations and to be efficient in addressing the real issue and finding the best path forward.
Implement business processes and configuration necessary to meet client requirements.
Execute all necessary onboarding agreements, contracts, and exhibits in order to adhere to all audit requirements.
The ability to overcome new challenges, provide concrete results of your engagement and ability to anticipate and proactively take initiative to qualify a problem or challenge resulting in a (creative) solution.
Proactively identifies, evaluates, recommends, and implements changes to operational processes/procedures resulting in departmental efficiencies.
Manages and leads productive client onboarding and post Onboarding meetings with all involved parties.
Work with vendors for third party services by managing expectations and monitoring deliverables.
Must be able to work independently and manage workflow and expectations with little oversight.
Some travel required for onsite client meetings.
Maintains up-to-date knowledge of competitors' products and pricing in the market.
Who You Are
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.
Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues
3 + years of previous implementation/project management experience with ACH, Wire, Positive Pay, Remote Deposit Capture, Lockbox, Bill Pay, File Mapping etc.
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
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, Outlook, Salesforce and Commercial Center
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Job #615157