Treasury Management Implementation Specialist

HomeTrust Bank • Charlotte, NC

2d • Onsite

About The Position

The Treasury Management Implementation Specialist is responsible for opening new commercial accounts and implementing treasury management solutions for the bank. This position obtains documents and compliance data and facilitates training/client onboarding to the HTB platform. This role will also assist in audit or compliance related duties to ensure all regulatory and compliance requirements are satisfied within the account opening and new service onboarding process.

Requirements

• High school diploma or equivalent required.
• 2+ years of banking experience required with a concentration of customer service and/or treasury management implementation.
• Ability to work across large, complex organization to achieve results.
• Proficient knowledge in common business functions such as Microsoft Office suite, including Word, Excel, and PowerPoint.
• Track record of gaining and understanding customers’ needs and delivering excellent customer service.
• Excellent written and verbal communication skills is a must.
• Ability to develop and maintain a high-level understanding and ability to navigate across the bank’s internal and customer facing systems.
• Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Facilitates the execution of new account documentation and treasury management agreements.
• Responsible for playing a key role in the end-to-end client implementation for Treasury Management Services.
• Offers sales advice and direct sales to our retail network for business clients.
• Proactively manages changes in project scope, identify potential crises, and devise contingency plans.
• Sets, manages, and effectively communicates project expectations to team members and clients in a timely and clear fashion.
• Partners with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Commercial Banking Assistants (CBAs), and Support and TM Risk to ensure a smooth hand-off of service implementation.
• Maintain confidentiality and security of sensitive information.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED