Senior Treasury Management Implementation Specialist

Fulton Bank • Lancaster, PA

87d • $24 - $40

About The Position

This is a full-time career opportunity that offers hybrid work schedule within our 5 state footprint of PA, MD, NJ, DE and VA post training. Core working hours Monday through Friday, 8:30 am - 5 pm. This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience. Will also provide Tier II support to provide resolution to client inquiries, issues, and/or technical support as needed. This role is client-facing and will assist junior members of the team providing support for implementation and modification of services.

Requirements

• High School Diploma or equivalent. Specialty: general studies. (Required)
• 5 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)
• 2 or more years project management or similar experience. (Required)
• 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)
• Proven leadership skills and the ability to mentor junior team members. (Required)
• Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
• Familiarity with project management tools and practices. (Required)
• In-depth knowledge of cash management principals, banking products and financial systems. (Required)

Nice To Haves

• Bachelor's Degree or the equivalent experience. Specialty: general studies. (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.
• 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.
• Provide technical assistance, including hyper-care support for all newly implemented services.
• Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps.
• Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction.
• Maintain a deep understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries.
• Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure.
• Assist junior members of the team, providing mentoring and additional support for implementation or system issues.

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
• Robust wellness program with financial incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED