Treasury Management Implementation Product Specialist

Regions Bank•Hoover, AL

2d•Onsite

About The Position

At Regions, the Treasury Management Implementation Product Specialist partners with Treasury Management sales and business clients to ensure services are implemented quickly and accurately.

Requirements

High School Diploma or GED
One (1) year of banking, customer service, operations, administrative or related experience
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite

Nice To Haves

Experience in treasury management or operations

Responsibilities

Works directly with the Treasury Management sales team and clients to assist with the implementation of products and services
Performs data entry and validation within multiple, complex, or integrated Treasury Management Applications
Works within the implementation workflow system to document progress of implementation, complete with updated notes as applicable
Validates required documentation, authorizations, and approvals are all accurately completed and included with implementation requests
Provides follow-up communication to the Treasury Management sales team when required information is incomplete or inaccurate
Serves as the liaison between Regions' clients, Operations, Technology, and bank vendor partners as necessary
Documents, manages, tracks, and drives implementations through completion
Ensures a smooth transition for clients from the implementation team to Client Services upon project completion when applicable
May support complex, high value, and one-off special requests while developing insight, technical expertise and an analytical ability to complete the implementation set-up