Treasury Management Implementation Specialist

Community First Credit Union | Wisconsin•Neenah, WI

About The Position

The Treasury Management Implementation Specialist guides business members through onboarding, implementation, configuration, testing, and deployment of treasury management solutions, including Positive Pay, ACH Origination, Remote Deposit Capture, business accounts, and business credit cards. The role collaborates with business members, Commercial Lending, Operations, Systems, and third-party vendors to deliver solutions that meet member needs and support the credit union’s strategic objectives. The specialist uses treasury management expertise and project management skills to train employees and members, troubleshoot escalated system issues, and monitor implementation outcomes and member satisfaction. The role supports continuous improvement, optimizes product adoption, and aims to create a seamless implementation experience.

Requirements

Strong understanding of treasury management products, services, and operational processes.
Knowledge of ACH processing, NACHA rules, file transmission methods, and business banking workflows.
Knowledge of banking laws and regulations, including compliance, security, and BSA regulations related to electronic banking.
Exceptional project management, organization, and time-management skills, with the ability to manage multiple implementations simultaneously while maintaining attention to detail.
Strong analytical, troubleshooting, and problem-solving abilities.
Excellent presentation, training, and communication skills.
Proficiency with Microsoft Office applications and financial services technology platforms.
Strong commitment to member service and relationship management.

Nice To Haves

Bachelor’s degree in business, finance, accounting, information systems, or a related field; a combination of education and experience will also be considered.
Five or more years of relevant experience in a financial services or banking environment.
Experience implementing treasury management solutions such as ACH Origination, Positive Pay, Remote Deposit Capture, wires, lockbox services, and online banking platforms.

Responsibilities

Onboard new business members to the treasury management program and deliver a frictionless, member-centered experience.
Implement treasury management services, including Positive Pay, ACH Origination, Remote Deposit Capture, business accounts, business credit cards, and other business services.
Configure data elements, report scheduling, dashboards, user access, workflow authorization, and mappings between accounting transactions and money movement transactions.
Implement approved configuration and user access changes, and compile and communicate release updates.
Train members and employees on treasury management products, services, and systems.
Develop internal and external training and communication programs to help members learn and use new payment options.
Manage and troubleshoot escalated treasury management system issues, partnering with Systems, developers, or vendors as needed.
Participate in system testing and in the testing, implementation, and maintenance of new features and enhancements.
Monitor implementation outcomes and member satisfaction, and produce metrics to track performance, analyze trends, and support improvement recommendations.
Collaborate with internal departments to enhance treasury management capabilities and operational efficiency.
Identify, propose, and implement technology solutions that strengthen Treasury service operations.
Maintain comprehensive knowledge of treasury management platforms and key integrations.
Write, update, and maintain departmental treasury management procedures.