Treasury Management Implementation Specialist

First Horizon-posted 5 days ago
Full-time • Mid Level
Onsite • Atlanta, GA
5,001-10,000 employees
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The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience.

  • Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services
  • Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files
  • Ability to convey technical information in a way that is easy for others to understand
  • Assist sales team in their business development efforts by providing product implementation expertise, develop project implementation plans and lead all phases of the implementation process including pre and post implementation support
  • Ability to define project scope and deliverables from a business and data/IT perspective that support business goals
  • Assist in direct bottom line impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on-boarding experience
  • Analyzes training requests and proposes solutions
  • Partner with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Customer Relationship Assistants (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation
  • Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
  • Sets, manages and effectively communicates project expectations to team members in a timely and clear fashion
  • Proactively manages changes in project scope, identify potential crises and devise contingency plans
  • Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
  • Attend meetings and training as required to continue development and to enhance knowledge of TM products, processes and technologies
  • Other duties as assigned
  • Must have Undergraduate College Degree (BS/BA)
  • 4-7 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
  • Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
  • A track record of gaining and understanding customers’ needs and delivering excellent customer service
  • Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
  • Ability to self-prioritize
  • Strong planning, project organization skills and attention to detail
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
  • High Skills:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  • Microsoft Office Suite including Word, Excel and PowerPoint
  • Previous implementation/project management experience a plus
  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
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