Senior Global Treasury Implementation Associate

First Citizens Bank•Raleigh, NC

4d•Hybrid

About The Position

This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The Payment Solutions Implementation team is responsible for coordinating client implementations and training for various cash management solutions that the bank provides. We have an exciting opportunity for an Advisor on the team as a client-facing trainer. This role is responsible for coordinating client implementations and training for various cash management solutions. Works closely with internal stakeholders and external Third-Party Vendors in delivering service excellence. Ensures adherence to compliance processes and procedures to mitigate reputation or financial risk for the bank. 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 1 year experience OR High School Diploma or GED/Equivalent and 5 years' experience
Client Training Delivery
Digital Banking Expertise
Quality Control Auditing
Implementation Expertise 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

Responsibilities

Develop and execute implementation plans for treasury and payment solutions.
Coordinate with internal teams to ensure seamless integration of services.
Manage project timelines and resources to meet client expectations.
Serve as the primary point of contact for clients during the implementation process.
Address client concerns and provide ongoing support throughout the implementation lifecycle.
Ensure product adoption to commence revenue generation.
Identify cross-selling opportunities to refer to our internal partners.
Identify areas for improvement in the implementation process and propose solutions.
Develop and maintain Delivery guides and best practice documentation.
Collaborate with product teams to enhance product features based on implementation insights.
Work closely with sales, product, and technical teams to ensure alignment on implementation objectives.
Participate in internal meetings to share implementation insights and contribute to strategic planning.
Support the development of implementation-related marketing materials and client communications.