Treasury Management Implementation Specialist

Stifel•Saint Louis, MO

About The Position

The Treasury Management Implementation Specialist is responsible for supporting the onboarding of clients and implementation of treasury management products and services. This role partners with Portfolio Managers and internal teams to coordinate implementations, contribute to successful client onboarding, and help ensure a seamless transition from sale through go-live and into ongoing support.

Requirements

Strong organizational skills with the ability to manage multiple tasks simultaneously.
Ability to work in a fast-paced, team-oriented environment.
Strong attention to detail.
Effective verbal and written communication skills.
Basic understanding of banking, financial services, or operations preferred.
High school diploma or equivalent.
No experience required, 1+ years of relevant experience preferred.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

Nice To Haves

Bachelor's degree in a relevant field.

Responsibilities

Support implementation of treasury management products, including online banking, ACH, wires, and other cash management services.
Assist Portfolio Managers and team members in gathering client requirements and preparing implementations.
Participate in client onboarding calls and training sessions.
Coordinate with internal teams (operations, technology, compliance, and risk) to complete implementation tasks accurately and on time.
Maintain implementation documentation and update project tracking tools.
Monitor timelines and escalate issues or delays as appropriate.
Assist in preparing documentation for transition to client support teams.
Maintain a high level of professionalism and client service throughout the implementation process.