Treasury Management Implementation Specialist II

Wilson Bank & Trust•Lebanon, TN

About The Position

The Connective Force Picture yourself as the lifeblood that ties everything together—the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You’re the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You’ll work across teams, solve challenges with a smile, and make sure the entire organization moves as one. POSITION SUMMARY: The Treasury Management Implementation Specialist II is responsible for implementation and maintenance of all treasury management products and services, assists customers and team members with inquiries, and responds to technical questions regarding access, functionality, and troubleshooting of online solutions. This position assists with treasury management solutions and identifies and capitalizes on opportunities to refer new treasury management products and services. The Treasury Management Implementation Specialist II reports to the Treasury Sales & Support Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Requirements

High School diploma or GED
2 years of experience in a related role
Proficient with Microsoft Office and other standard software applications
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Maintain a professional demeanor at all times
Effective verbal and written communication skills
Excellent interpersonal skills
Critical thinking and problem-solving skills with the ability to recognize and resolve subsequent effects of the primary issue
Technical skills to assist in resolving integration/connectivity issues with treasury management services
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations
Maintain confidentiality discretion
Ability to effectively work in collaboration with others
Willing to grow and be challenged

Nice To Haves

Previous banking or corporate treasury management experience preferred

Responsibilities

Responsible for implementation, training and maintenance for all treasury management services including Business Online Banking systems and business solutions
Verify proper documentation and approval is obtained for treasury management solutions
Provide support for internal and external customers for questions or concerns related to business solutions as needed
Work closely with the various vendors to stay abreast of changes and enhancements related to business solutions to confirm each are utilized to their fullest functionality and capability
Serve as point of contact for technical questions regarding access, functionality, and troubleshooting of online solutions with both customers and bank staff
Complete initial set up and maintenance requests for Business Online Banking systems and business solutions
Assist with all Treasury Management risk review activities including various credit reviews and annual audits as needed
Assist with managing monthly reporting including report creation and data analytics for the various Treasury Management reports as needed
Assist with Account Analysis setups with new accounts, data tracking and reporting functions as needed
Utilize sales and service strategies to retain existing relationships and enable growth of new relationships by referring business solutions. Actively participates in follow-up strategies.
Cross train with members of the Treasury Management Department to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and establishing personal networks
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned

Benefits

We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

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