Treasury Management Implementation Specialist I

The Treasury Management Implementation Specialist I is responsible for onboarding new clients and implementing Treasury Management products and services. This role involves working closely with clients, internal teams, and external partners to ensure a successful implementation of treasury services.

What You Will Do

Open new commercial accounts, manage multiple implementation requests, coordinate with internal teams, prepare agreements, work directly with clients, implement products and services, facilitate training, and complete account analysis.

Why It Might Be a Fit

The ideal candidate will have excellent written and verbal communication skills, strong organizational skills, ability to prioritize tasks, and proficiency with Microsoft Suite.

Requirements

• Ability to follow internal policies and procedures
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail
• Ability to prioritize tasks and manage time effectively
• Ability to work independently and as part of a team in a fast-paced environment
• Proficient with Microsoft Suite (Outlook, Word, Excel)