Implementation Specialist I - Treasury Management

Commerce Bank • Kansas City, MO

1d

About The Position

The Implementation Specialist I - Treasury Management ensures the smooth implementation of Treasury products. The role develops project plans tailored to clients and their service-level commitments, coordinates internal partners and resources, gathers and documents requirements, and keeps customers and internal Account Managers informed. It also reviews contracts and product setups, identifies solutions to meet client objectives, and provides initial system training to customers who are new to Commerce Bank or a service.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• At least 2 years of experience in implementation, project management, sales, or portfolio management.
• Basic understanding of contract language, Operating Rules, regulations, requirements, and various modes of processing.
• Organized, self-starting, and detail-oriented, with the ability to manage multiple priorities.
• Inquisitive, agile team player with strong written, verbal, and interpersonal communication skills.
• Ability to remain adaptable and resilient with an optimistic outlook and behavior aligned with the company’s culture and Core Values.
• Intermediate proficiency with Microsoft Word, Excel, and Outlook.
• Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

• Payment experience, including ACH, wires, electronic banking, lockbox, or transmissions.
• Commercial and/or Treasury experience.

Responsibilities

• Develop client-specific project plans to meet commitments in service-level agreement plans.
• Create project plans aligned with client objectives and goals to deliver implementations on time and under budget, collaborating with internal teams such as IT and Operations.
• Gather and document requirements, communicate with stakeholders, and hold recurring meetings as required by the product and implementation type.
• Coordinate multiple resources proactively to ensure client objectives are met.
• Act as a liaison between internal operational partners and stakeholders throughout implementation.
• Provide accurate, proactive program updates to customers and internal Account Managers.
• Review contract completion for accuracy and validate product setups.
• Identify and recommend appropriate solutions to ensure client objectives are met.
• Provide initial system training for customers new to Commerce Bank or a service.
• Perform other duties as assigned.

Benefits

• Employer-sponsored health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits
• Performance-based incentive plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level