Treasury Management Product Implementation Team Lead - McKinney, TX

SouthState Bank

16d•Onsite

About The Position

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES Oversees the Treasury Management Implementation Team, ensuring top level service by providing guidance, instruction, direction, and leadership. This position monitors the achievements of the team and coaches based on findings. Responsible for the oversight of complex implementations of Treasury Management products / services for the clients of South State Bank. Supports the sales cycle by serving as the subject matter experts on Treasury Management products and services. Provides guidance and support on complex client implementations. ESSENTIAL FUNCTIONS Performs review of set ups, maintenance, and monthly reporting for Implementation Team Assist TM Sales Officers with any potential clients and boarding process. Coach team members to develop relationships with all sales partners, thus resulting in higher productivity and greater morale. Maintains and follows through on customer contact regarding new products & service implementations. Train new team members and ensure that existing members remain current with system processes. Ability to build relationships both within the bank and with external vendors to maintain a high level of service. Acknowledge areas that need improvement, determine the goal, and build the steps required to attain it. Work with TM Support Manager & Assistant Manager to maintain performance initiatives, coaching and development strategies for all team members and various other consistencies across the department. Performs other duties as assigned. Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services. Manages Implementation queue workflow to ensure workload parity across Implementation team. Create, maintain, and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers. Performs testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed. Ensure that all quality service level agreements related to implementation tasks and timelines are met. Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines. Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services. Maintain appropriate tracking logs, based on client additions/changes/deletions. Provide subject matter expertise to internal bank staff as required. Acts as back-up to Treasury Management Client Support team. Assist with special projects as required. Participates in data mapping, testing and other conversion projects related to Bank mergers. Accepts other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Commitment to provide excellent customer service
General banking knowledge
Education: Associates degree or higher preferred
Experience: 5 years Treasury Management experience; 5-7 years previous banking experience preferred (Commercial Call Center, Client Service, Operations).
Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred.
Certifications/Specific Knowledge: MS office expertise (MS Excel, Word, Outlook, Project), Ability to read, write, speak and understand English; Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions.
Excellent written/oral communications skills; Proven success in problem analysis and resolution; Strong attention to detail and accuracy; Strong organization skills; Ability to manage multiple detailed work assignments with a high degree of accuracy.

Responsibilities

Performs review of set ups, maintenance, and monthly reporting for Implementation Team
Assist TM Sales Officers with any potential clients and boarding process.
Coach team members to develop relationships with all sales partners, thus resulting in higher productivity and greater morale.
Maintains and follows through on customer contact regarding new products & service implementations.
Train new team members and ensure that existing members remain current with system processes.
Ability to build relationships both within the bank and with external vendors to maintain a high level of service.
Acknowledge areas that need improvement, determine the goal, and build the steps required to attain it.
Work with TM Support Manager & Assistant Manager to maintain performance initiatives, coaching and development strategies for all team members and various other consistencies across the department.
Performs other duties as assigned.
Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services.
Manages Implementation queue workflow to ensure workload parity across Implementation team.
Create, maintain, and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers.
Performs testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed.
Ensure that all quality service level agreements related to implementation tasks and timelines are met.
Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines.
Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services.
Maintain appropriate tracking logs, based on client additions/changes/deletions.
Provide subject matter expertise to internal bank staff as required.
Acts as back-up to Treasury Management Client Support team.
Assist with special projects as required.
Participates in data mapping, testing and other conversion projects related to Bank mergers.
Accepts other duties as assigned.