Treasury Management Onboarding Specialist

First Financial Bank•Cincinnati, OH

3d•Onsite

About The Position

As a member of the Treasury Management (“TM”) Onboarding Team, this individual will collaborate with Treasury Management Advisors, Relationship Managers and our clients to provide a direct support function to onboard and train clients with treasury management services. The TM Onboarding Specialist will act as the “first point of contact” for all onboarding and implementation support.

Requirements

Bachelor’s Degree or similar work experience with 5 or more years of commercial banking support or TM support experience.
Demonstrated service-oriented skill set
Strong analytical skills
Excellent verbal and written communication skills.
Strong working knowledge of Microsoft Excel, Word, and PowerPoint.

Nice To Haves

Experience with client presentations
Experience with training others on digitally based TM solutions

Responsibilities

Onboard and support all TM services, including documentation, implementation, maintenance, updates, compliance, and risk reviews.
Act as the first point of contact to high – value commercial clients for problem resolution.
Complete quality assurance on all implementations.
Adhere to all Enterprise Risk Management policies and procedures.
Remain current on products, services, policies and procedures for TM.
Provide training to all commercial clients who utilize TM products and services.
Cross-train on all TM Onboarding functionality; providing backup to other areas of the organization as needed.
Provide project-based support for commercial clients during product updates as needed.