TM Implementation Specialist (Hybrid, Chicago, IL)

Byline Bank.•Chicago, IL

3d•$29 - $37•Hybrid

About The Position

The Treasury Management Implementation Specialist is responsible for assisting the onboarding business customers on various Treasury Management systems and providing a variety of daily support functions. Responsibilities generally include, assists in setting up customers on products, researching and resolving customer issues, identifying, and troubleshooting systems-related problems and ensuring operational integrity of accounts and processes consistent with Bank policies and procedures and legal/regulatory requirements.

Requirements

Associate’s degree or related field required. Bachelor’s degree in Business Management preferred.
3+ years’ prior experience in a similar role.
Must have reliable transportation to and from multiple work site locations.
Strong analytical and problem-solving skills.
Excellent verbal and written communication skills with the ability communicate complicated information to customers. Strong customer service skills.
Highly motivated and experienced in managing multiple tasks.
Demonstrates and promotes high ethical standards and behavior.
Adapts and helps others manage change.
Ability to make accurate and quick decisions under pressure.
Excellent process and procedural knowledge, advanced team building and collaboration skills to manage the diverse services provided.
High-level proficiency in MS Office Suite.

Nice To Haves

In-depth knowledge of account analysis and treasury management products, service, and STFP setups Preferred.

Responsibilities

Provides daily support functions for clients including completing billing requests, product implementations, and account set-up.
Assists with the maintenance requests for cash management products.
Helps review account analysis statements, monthly.
Primary back-up coverage for Afterhours Third Party Payment Processing (TPPP) as needed. Hours are from 5:00pm – 8:00 pm.
Assists with regular risk reviews and audits of cash management products and provides operational reporting.
Helps maintain procedures and policies requiring knowledge of complex procedures and/or regulatory requirements.
Provides support for internal calls to interpret and explain policies and procedures.
Provides direct customer service for escalated/complex issues.
Provides onsite and virtual training to customers and general support for treasury management products.
Assists in identifying Commercial Deposit product issues and provides resolution to potential problems.
Assists with the preparation of customer facing and internal communications.
Helps conduct periodic pricing reviews.
Attends quarterly on-site team and Operations meetings
All other duties as assigned.