Treasury Management Implementation Specialist

MidFirst Bank•Denver, CO

About The Position

Leverage a thorough understanding of Treasury Management services, benefits, features, and product functionality to serve as a liaison between Treasury Management Sales Officers (TMOs) and clients or prospects. Provide Treasury Management support directly to business clients serving as contact for day-to-day operational support and on-going, complex servicing needs of treasury management relationships. Deliver an outstanding client experience by responding quickly to client requests and ensuring follow up and escalation of client needs. Closely track pending client issues or requests to ensure timely resolution. Where necessary, coordinate with Commercial Services, Bank Operations or Card Services to ensure problems such as password resets, technical issues, troubleshooting, and ACH/Wire limit increases are resolved promptly. Implement services sold to clients and prospects by working directly with Commercial Services and Bank Operations personnel, client Relationship Managers, and Treasury Management Officers to identify and manage product delivery. Communicate frequently with TMOs and Relationship Management Officers regarding the status of all pending implementations, ensuring visibility and timely follow-up throughout the process. Review all product set-ups to ensure a smooth and accurate implementation experience for both new and existing clients. Prepare and coordinate all legal agreements and implementation forms to ensure agreements are properly executed. Follow up with commercial clients to ensure all services and products meet expectations and that clients are receiving appropriate charges for services provided. Validate billing for all new products and services sold to ensure the Bank’s compensation for services is accurate. Identify cross-sell opportunities to strengthen commercial client relationships and improve client profitability. Identify product improvements and solutions by communicating client needs to TMO and Commercial Product Management. Utilize strong time-management skills and sound judgment to prioritize competing responsibilities, meet deadlines, and ensure client expectations are met.

Requirements

3-5 years of related banking experience.
Treasury Management experience strongly preferred.
Must enjoy customer interaction and have the ability to sympathize with customers while maintaining proper controls.
Ability to problem solve with strong attention to detail.
Ability to multi-task and prioritize.
Ability to work in a team environment.
Must feel comfortable helping customers with technical problems, including troubleshooting computer settings and assisting with software installations.
Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications.

Responsibilities

Serve as a liaison between Treasury Management Sales Officers (TMOs) and clients or prospects, leveraging a thorough understanding of Treasury Management services, benefits, features, and product functionality.
Provide Treasury Management support directly to business clients, acting as the contact for day-to-day operational support and ongoing, complex servicing needs.
Deliver an outstanding client experience by responding quickly to client requests and ensuring follow-up and escalation of client needs.
Track pending client issues or requests to ensure timely resolution.
Coordinate with Commercial Services, Bank Operations, or Card Services to resolve issues such as password resets, technical problems, troubleshooting, and ACH/Wire limit increases.
Implement services sold to clients and prospects by working with Commercial Services, Bank Operations, client Relationship Managers, and Treasury Management Officers.
Communicate frequently with TMOs and Relationship Management Officers regarding the status of pending implementations.
Review product set-ups to ensure a smooth and accurate implementation experience.
Prepare and coordinate legal agreements and implementation forms.
Follow up with commercial clients to ensure services and products meet expectations and that clients are receiving appropriate charges.
Validate billing for new products and services to ensure accurate compensation for the Bank.
Identify cross-sell opportunities to strengthen commercial client relationships and improve client profitability.
Identify product improvements and solutions by communicating client needs to TMO and Commercial Product Management.
Utilize strong time-management skills and sound judgment to prioritize responsibilities, meet deadlines, and ensure client expectations are met.