Treasury Management Strategic Advisor

First Horizon • Charlotte, NC

6d • Onsite

About The Position

The Treasury Management (TM) Implementation Strategic Advisor manages projects related to the overall success of the TM Implementation teams.

Requirements

• Must have Undergraduate College Degree (BS/BA)
• 3-5 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
• Previous implementation/project management experience required
• Thorough knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
• Demonstrates initiative and innovation to resolve issues rapidly, able to influence others and committed to make change
• Excellent written and verbal communication skills a must; candidate should be able to manage internal and external relationships effectively with the ability to articulate complex solutions to all stakeholders
• Strong planning, project organization skills and attention to detail
• Microsoft Office Suite

Nice To Haves

• Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) or PMP (project management certified) preferred

Responsibilities

• Responsible for managing the workflow efficiencies of end to end client implementation processes for Treasury Management Services
• Lead, mentor and coach teams with new functionality, releases and testing related functions of nCino and other implementation systems.
• Build process and procedures related to implementations as well as keep them up to date.
• Ensure direct bottom line impact by insuring projects create fast-tracking new revenue flow and positively influencing customer satisfaction
• Partner with Treasury Management Head of Client Implementation & Fulfillment, TM Fulfillment Lead and TM Implementation Manager on projects
• Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
• Partner with Sales, Operations, Technical Support and client service group to document workflow, define/re-engineer the service delivery process with a focus on simplicity and ease of doing business; establish key SLAs and metrics to measure success
• Evaluate/enhance client implementation documentation and create workflow tools to improve and automate the implementation process
• Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
• Other duties as assigned

Benefits

• Medical with wellness incentives
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees