Treasury Management Implementation Specialist

MidFirst Bank•Denver, CO

About The Position

The Treasury Management Implementation Specialist will 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. This role provides direct Treasury Management support to business clients, acting as the primary contact for day-to-day operational support and ongoing, complex servicing needs of treasury management relationships. The specialist will deliver an outstanding client experience by responding quickly to client requests and ensuring follow-up and escalation of client needs. They will closely track pending client issues or requests to ensure timely resolution and coordinate with various departments to resolve problems promptly. This role involves implementing services sold to clients and prospects by working directly with internal teams, client Relationship Managers, and Treasury Management Officers to identify and manage product delivery. Frequent communication with TMOs and Relationship Management Officers regarding the status of pending implementations is crucial. The specialist will review product set-ups for smooth and accurate implementation, prepare and coordinate legal agreements and implementation forms, and follow up with commercial clients to ensure services meet expectations and are billed appropriately. Additionally, this role involves identifying cross-sell opportunities, communicating client needs for product improvements, and utilizing strong time-management skills to prioritize responsibilities and meet deadlines.

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 by leveraging a thorough understanding of Treasury Management services, benefits, features, and product functionality.
Provide Treasury Management support directly to business clients, serving as the 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.
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.