Client Delivery Specialist - Treasury Management

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time career opportunity that can be hybrid within the Fulton Bank footprint as follows: DC, DE, MD, NJ, PA, VA.

This role is responsible for leading the end-to-end onboarding and implementation of treasury management products and services for commercial clients. The specialist serves as the primary client-facing contact throughout the implementation lifecycle, coordinating with internal partners and third party vendors to ensure accurate, timely, and compliant setup of treasury solutions. Success in this role requires strong knowledge of treasury management products, the ability to manage multiple implementations simultaneously, and exceptional communication and relationship building skills.

The specialist delivers a seamless client experience by providing proactive communication, technical support, and hands on training while ensuring all implementations meet defined service level agreements and regulatory requirements.

Responsibilities

* Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.

* Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.

* Build strong relationships with clients by delivering high-quality, personalized service and ensuring that client needs are met promptly. Conduct regular check-ins with clients to ensure ongoing satisfaction with onboarding of products and address any concerns. Provide proactive communication regarding system setups, product updates, or potential delays that may affect the onboarding timeline.

* Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.

* Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Ensure all documentation and procedures comply with industry regulations and internal policies.

* Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.

Qualifications

Education

High School Diploma or equivalent. Specialty: general studies. (Required)

Bachelor's Degree or the equivalent experience. Specialty: general studies. (Preferred)

Experience

3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)

1 or more years proven experience in customer service, preferably in a banking or financial services environment. (Required)

2 or more years proficiency in using MS Office Suite and familiarity with banking software or CRM systems. (Preferred)

Knowledge, Skills, and Abilities

* Strong organizational skills with the ability to manage multiple client implementations simultaneously (Required)

* Proven ability to manage timelines and meet deadlines. (Required)

* Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)

* Strong knowledge of cash management principals, banking products and financial systems (Required)

* Familiarity with project management tools and practices. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding…