Treasury Management - Implementation Specialist
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About The Position
The role of Treasury Management Implementation Specialist is to process both new and existing customer TM product implementations. Accuracy is critical to the creation of customer agreements, which are required for implementation. Excellent communication skills are also required, as customer training is a large component of the position. Prepare Treasury Management documents/agreements and implement appropriate services for new and existing customers. Conduct customer trainings (on site and phone) and installations throughout the Wintrust footprint. Assist with TM Support calls and maintenance as needed. Prepare product documentation and implement additional accounts and services for customers.
