Global Treasury Implementation Advisor

First Citizens Bank•Raleigh, NC

21h•Hybrid

About The Position

The Payment Solutions Implementation team is responsible for coordinating client implementations and training for various cash management solutions that the bank provides. This role serves as a client-facing trainer, responsible for training clients on how to utilize Treasury Management solutions for several US products. The Advisor will shape the client experience while working closely with internal stakeholders and external Third Party Vendors in delivering service excellence to the bank’s diverse client base. The Advisor will ensure adherence to compliance processes and procedures to mitigate reputational or financial risk for the bank, and identify opportunities to improve internal processes to enhance operational efficiency and the overall client experience. This is an exceptional opportunity for someone who thrives on making a meaningful impact for our clients and across the bank. The right candidate for this role will advocate for our clients and will participate in cross-functional collaboration while encouraging open and transparent dialogue across the organization, resulting in a culture of teamwork and trust.

Requirements

Bachelor's Degree and 2 years of experience in Financial Services OR High School Diploma or GED and 6 years of experience in Financial Services.
Attention to detail
Treasury product knowledge
Implementation methodologies
Client training and education
Technical troubleshooting
Strong understanding of treasury operations and payment systems implementation processes
Familiarity with project management methodologies and tools
Knowledge of regulatory requirements affecting treasury and payment implementations

Nice To Haves

Bachelors degree and 5 years of experience OR High School Diploma or GED and 9 years of experience in Financial Services.

Responsibilities

Deliver training to client users to ensure effective adoption and proper use of newly implemented solutions.
Manage and coordinate all training activities with clients and internal bank teams to support smooth, accurate and timely trainings.
Conduct quality checks to identify any implementation errors prior to training.
Troubleshoot and resolve issues identified during training and throughout the post-training warranty period.
Lead or assist with process enhancement and change initiatives.