TM Client Experience & Project Manager

THIRD COAST BANK

About The Position

The Treasury Management Client Experience & Project Manager is responsible for enhancing the end-to-end client experience while leading and coordinating projects that support Treasury Management products, services, and strategic initiatives. This role serves as a key liaison between clients, Treasury Management, Sales, Operations, Technology, and Risk teams to ensure seamless service delivery, continuous improvement, and successful execution of projects that improve client satisfaction and operational efficiency.

Requirements

Bachelor’s degree
Minimum of 3–5 years of experience in Treasury Management, Commercial Banking, Financial Operations, or Client Experience roles.
Demonstrated experience managing cross-functional projects
Strong understanding of Treasury Management and Cash Management products (e.g., ACH, Wires, Remote Deposit Capture, Positive Pay, Online Banking).
Solid knowledge of financial institution operations, risk, and compliance considerations.
Excellent project management, organizational, and time-management skills.
Strong analytical skills with the ability to translate data into actionable insights.
Exceptional communication and interpersonal skills with the ability to influence and collaborate across all levels of the organization.
Proficiency in Microsoft Office and project management or workflow tools.
Client-focused mindset
Strategic and analytical thinking
Cross-functional collaboration
Attention to detail and execution discipline
Adaptability and problem-solving

Nice To Haves

Experience working directly with commercial clients or internal client-facing teams strongly preferred.

Responsibilities

Lead initiatives to enhance the Treasury Management client journey from onboarding through ongoing service and support.
Identify client experience gaps, pain points, and opportunities through data analysis, feedback, and stakeholder input.
Develop and implement strategies to improve service quality, responsiveness, and consistency across Treasury Management channels.
Partner with Sales and Relationship Management teams to support client onboarding, transitions, and escalations as needed.
Monitor client satisfaction metrics, service-level performance, and feedback trends; prepare reporting and recommendations for leadership.
Manage Treasury Management projects from initiation through completion, including process improvements, system enhancements, product launches, and regulatory-driven initiatives.
Develop project plans, timelines, milestones, and resource requirements, track progress and risks.
Coordinate cross-functional teams to ensure projects are delivered on time, within scope, and aligned with business objectives.
Facilitate project meetings, communicate status updates, and document decisions and outcomes.
Support change management efforts by ensuring impacts to clients and internal teams are identified and addressed.
Advocate for the client perspective in internal discussions, ensuring solutions balance client needs, risk considerations, and operational requirements.
Support Treasury Management leadership with analysis, reporting, and strategic recommendations.
Promote a culture of continuous improvement, accountability, and client-centric thinking.