Client Delivery Specialist - Treasury Management

Fulton Bank•Columbia, MD

1d•$22 - $37•Hybrid

About The Position

This is a full-time career opportunity that can be hybrid within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA. This role is responsible for leading the end-to-end onboarding and implementation of treasury management products and services for commercial clients. The specialist serves as the primary client-facing contact throughout the implementation lifecycle, coordinating with internal partners and third party vendors to ensure accurate, timely, and compliant setup of treasury solutions. Success in this role requires strong knowledge of treasury management products, the ability to manage multiple implementations simultaneously, and exceptional communication and relationship building skills. The specialist delivers a seamless client experience by providing proactive communication, technical support, and hands on training while ensuring all implementations meet defined service level agreements and regulatory requirements.

Requirements

High School Diploma or equivalent. Specialty: general studies. (Required)
3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)
1 or more years proven experience in customer service, preferably in a banking or financial services environment. (Required)
Strong organizational skills with the ability to manage multiple client implementations simultaneously (Required)
Proven ability to manage timelines and meet deadlines. (Required)
Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
Strong knowledge of cash management principals, banking products and financial systems (Required)
Familiarity with project management tools and practices. (Required)

Nice To Haves

Bachelor's Degree or the equivalent experience. Specialty: general studies. (Preferred)
2 or more years proficiency in using MS Office Suite and familiarity with banking software or CRM systems. (Preferred)

Responsibilities

Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions.
Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required.
Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables.
Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
Build strong relationships with clients by delivering high-quality, personalized service and ensuring that client needs are met promptly.
Conduct regular check-ins with clients to ensure ongoing satisfaction with onboarding of products and address any concerns.
Provide proactive communication regarding system setups, product updates, or potential delays that may affect the onboarding timeline.
Provide technical assistance, including hyper-care support for all newly implemented services.
Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps.
Ensure all documentation and procedures comply with industry regulations and internal policies.
Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries.
Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.

Benefits

medical plans with prescription drug coverage
flexible spending account or health savings account depending on the medical plan chosen
dental and vision insurance
life insurance
401(k) program with employer match
Employee Stock Purchase Plan
paid time off programs including holiday pay and paid volunteer time
disability insurance coverage
maternity and parental leave
adoption assistance
educational assistance
a robust wellness program with financial incentives