Treasury Management Implementation Analyst Sr.

First Horizon•Charlotte, NC

1d•Onsite

About The Position

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers and ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on a weekly basis during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience.

Requirements

Must have Undergraduate College Degree (BS/BA)
10+ years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
Previous implementation/project management experience a plus
Ability to work independently with an analytical aptitude
Attention to detail and the ability to manage multiple priorities
Excellent written, verbal, and interpersonal communication skills
Adaptable and resilient to all situations with an optimistic outlook
Intermediate/Advanced level of proficiency with Microsoft Word, Excel and Outlook
Provide expertise and willingness to own the process around root causes of issues
Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
A track record of gaining and understanding customers’ needs and delivering excellent customer service
Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
Ability to self-prioritize
Strong planning, project organization skills and attention to detail
Payment experience (ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payable, Transmissions, etc.) preferred
Commercial and/or Treasury experience preferred
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Microsoft Office Suite including Word, Excel and PowerPoint

Nice To Haves

Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files
Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable

Responsibilities

Develop client-by-client project plans to meet commitments in their service level agreement plans
Perform requirement gathering, documentation, communication, and attend recurring meetings to meet program goals as required by product and implementation type
Proactively coordinate multiple resources to ensure clients’ objectives are met
Act as a liaison between internal operational partners and customers (throughout the implementation process
Accurate and proactively provide program updates to customer and internal account manager
Proactively identify and recommend appropriate solutions to ensure clients’ objectives are met
Provide initial system training for new customers
Implement Treasury Services including: verification of documentation, adding services to platforms, reviewing set ups for accuracy, and training the client.
Perform other duties as assigned
Responsible for playing a key role and leading the end-to-end client implementation process for Treasury Management Services utilizing project management skill set
Accountable for running large onboarding projects with clients beginning to end
Assist sales team in their business development efforts by providing product implementation expertise, develop project implementation plans and lead all phases of the implementation process including pre and post implementation support
Ability to define project scope and deliverables from a business and data/IT perspective that support business goals
Assist in direct bottom line impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on-boarding experience
Analyzes training requests and proposes solutions
Partner with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Customer Relationship Assistants (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation
Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
Sets, manages and effectively communicates project expectations to team members in a timely and clear fashion
Proactively manages changes in project scope, identify potential crises and devise contingency plans
Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
Attend meetings and training as required to continue development and to enhance knowledge of TM products, processes and technologies
Other duties as assigned