Victoria

PROSPERITY BANK•Oklahoma City, OK

7d•Onsite

About The Position

The Treasury Management Implementation Specialist will be responsible for the Implementation of Treasury services for commercial clients across the Prosperity Bank footprint. The Implementation Specialist will develop onboarding plans, execute legal documentation, and perform client training sessions for all Treasury products and services. This role will require close collaboration with our clients and internal business partners to ensure an exceptional client experience.

Requirements

Bachelor's degree in Business or related field or equivalent combination of education and work experience.
Advanced banking knowledge, Treasury Management knowledge preferred.
3-5 years of professional experience in a related business function or industry required.
Prior experience in Treasury Management, strongly preferred.
PC computer skills required.
Use of Microsoft Office Suite products, specifically Microsoft Word and Excel
Ability to work independently.
Strong verbal, written and interpersonal communication skills.
High attention to detail.
Multitasking skills.
Ability to meet deadlines and prioritize duties.
Strong organizational skills.
Problem-solving skills.
Ability to accept change.

Nice To Haves

Treasury Management knowledge preferred.
Prior experience in Treasury Management, strongly preferred.

Responsibilities

Communicate (via telephone, e-mail, or in-person) with clients regarding Treasury Management products.
Onboard all Treasury products and services for existing and new Treasury clients.
Ownership, escalation, and resolution of risk issues when they occur in a timely manner.
Exhibit ownership of onboarding experience and client satisfaction.
Demonstrate creative problem solving and sound judgment/decision making.
Review Treasury Management Agreements, internal forms, and onboarding requests to ensure proper execution.
Acts as subject matter expert for Treasury products, services, and systems.
Project tracking and reporting.
Demonstrate well-developed time management and prioritization skills.
Results oriented in a high-performance team environment.
Influence and establish positive working relationships across the organization.
Maintain standards of professionalism, customer service, teamwork, attendance, and punctuality.
Obtains and conveys information as needed. Composes correspondence as needed.
Resolves (or refers) questions and requests promptly and courteously. Quick and accurate follow-up to service and support request and issues is expected.
Acts in a courteous and professional manner.
Maintains confidentiality of customer information.
Assists related departments as needed.
Supports Treasury management customers and internal support as needed.
Keeps management informed of area activities, risks, trends and of any significant problems.
Attends and participates in meetings as required.
Completes required reports and related documents.
Stays informed of changes in area policies, procedures, and requirements.
Ensures that work area is clean, secure, and well maintained.
Completes special projects and tasks as assigned.