Associate ll, Treasury Implementation Specialist

First National Bank

83d • $62,047 - $102,377

About The Position

The Commercial Payments Implementation Specialist is a pivotal role responsible for partnering with both our internal Payments partners as well as commercial clientele to coordinate post sale implementation of our Commercial Payments products. This individual will ensure the clients requirements are being met while working efficiently and effectively to expedite the time to market for the client. This role will lead end-to-end processes, manage dependencies, and liaise with stakeholders and customers as part of a team at the front end of innovation. In addition, this individual will be responsible for consulting with and supporting the client while training them on FNBO’s online tools to ensure the clients’ success. The Commercial Payments Implementation Specialist enhances and optimizes the way products are delivered to our customers. As a key member of the team, this individual creates solutions and efficiencies that enable successful implementations in an expedient and organized way. This role must have strong organizational skills, high attention to detail, and the ability to multi-task efficiently. They help to coordinate and streamline sales activities to ensure successful client onboarding, implementation, and go-live of Commercial Payments products. They play a critical role in driving efficiency, effectiveness, and customer satisfaction throughout the post-sales process, and are the first set-up experience of any new Commercial Payments customer.

Requirements

• Bachelor’s Degree preferred (Finance, or related field).
• Minimum 3+ years relevant experience in sales support, client onboarding, or project management roles, preferably within the financial services or commercial banking industry.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively.
• Excellent communication, interpersonal, and customer service skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Knowledge of commercial products, financial services, or related industries is a plus.

Nice To Haves

• Treasury, Global Banking, Merchant and FinTech experience.
• Knowledge of applicable credit card Networks rules and regulations.
• Experience working with Salesforce.

Responsibilities

• Serve as the primary point of contact for client’s post-sale, guiding them through the onboarding and implementation process for commercial products.
• Coordinate with internal teams, including but not limited to Legal, Credit, Operations, and Customer Support, to ensure timely and seamless client onboarding and setup.
• Manage the collection and review of necessary documentation, contracts, and agreements to facilitate the client onboarding process.
• Anticipate customer implementation needs and operational expectations.
• Maintain open and proactive communication with clients throughout the onboarding and implementation process, addressing any questions, concerns, or issues in a timely and professional manner.
• Serve as a liaison between clients and internal teams, facilitating communication and collaboration to resolve any challenges or obstacles to successful client onboarding.
• Provide proactive problem solving and critical thinking with regards to client issues.
• Maintain clear, consistent, and concise internal communication across multiple teams.
• Coordinate training sessions for clients on commercial products, ensuring they have the knowledge and skills needed to effectively utilize the products post-implementation.
• Collaborate with corresponding Commercial Payments departments on the appropriate internal resources to develop training materials, guides, and resources to support client education and adoption of commercial products.
• Continuously assess and evaluate sales processes and procedures for commercial products post-sale, identifying opportunities for improvement and optimization.
• Communicate potential process enhancements and best practices to streamline workflows, reduce friction, and enhance the overall client experience to leadership for consideration.
• Collaborate with other teams to conduct surveys and gather client feedback.
• Identify and mitigate potential risks or issues that may impact client satisfaction or business outcomes.
• Ensure compliance with Bank’s risk, controls, compliance policies, procedures, and regulatory requirements as well as contractual obligations in all client interactions and transactions.
• Stay abreast of industry trends, market developments, and best practices in sales.

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees