Treasury Management Implementation Specialist II

First Western•Denver, CO

1d•$71,000 - $107,000

About The Position

First Western is seeking a Treasury Management Implementation Specialist II to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Treasury Management Implementation Specialist II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Treasury Management team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

Requirements

Familiar with FIS: IBS Insight, BST, Extended Account Analysis (XAA)
Detailed knowledge of business banking regulations and compliance as it relates to business banking operations
Proficient in MS Office Tools: Outlook, Excel, PowerPoint and Word
Exceptional verbal and written communication skills
Excellent interpersonal skills to effectively liaise with clients and internal teams
Proficient in creating SOPs and training material
Keen attention to detail
Aptitude to learn documentation and risk requirements
Initiative-taking approach
Bachelor's Degree in Business or related area of emphasis
3-5 years Private Banking experience
3-5 years Treasury Management/Business Banking/Cash management products and services
3-5 years Bank Operations/Implementations experience

Nice To Haves

Baker Hill Next Gen a plus
Certified Treasury Professional (CTP) Within 1 year of hire
Accredited ACH Professional (AAP), Certified Payments Professional (CCP), or similar certification

Responsibilities

Coordinate client onboarding, implementation, training, and transition to service for new and existing commercial treasury clients across all TM products, ensuring accuracy, timeliness, and high-quality client experience to ensure clients are ready to begin servicing with Profit Centers.
Manage the transition from Middle Office to Profit Centers by ensuring a smooth handoff, clear ownership, and timely resolution of open items. Serve as the primary point of contact for Profit Center associates during onboarding, proactively resolving issues, setting expectations, and ensuring a smooth handoff from sales to service.
Provide client training and guidance to help clients understand processes, tools, and product capabilities. Act as a Treasury Management expert across TM products, digital banking platforms, implementation workflows, and client experience.
Serve as the primary support contact (“help desk”) for ongoing Profit Center servicing questions, issues, and coordination across internal teams. Deliver consistent TM training for internal teams and clients covering documentation, product functionality, onboarding requirements, and best practices.
Support new product setups for existing clients, ensuring changes are implemented accurately and communicated clearly.
Partner with internal teams to identify process improvements and improve the overall client and operational experience.
Develop, maintain, and continuously improve internal procedures, client guides, and product support materials to standardize implementations and enhance the client experience.