Treasury Management Implementation Specialist
Listed on 2026-01-12
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Business
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Finance & Banking
Description
Job Title:
Treasury Management (TM) Implementation Specialist
On site at location listed in job posting.
ScheduleMonday through Friday, 9:00am to 5:00pm.
SummaryThe Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end‑to‑end complex customer implementation function for Treasury Management Services and is critical to a high‑quality on‑boarding customer experience.
Responsibilities- Play a key role and lead the end‑to‑end client implementation process including initial client training for Treasury Management Services.
- Have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files.
- Convey technical information in a way that is easy for others to understand.
- Assist sales team in business development efforts by providing product implementation expertise, developing project implementation plans, and leading all phases of the implementation process including pre‑ and post‑implementation support.
- Define project scope and deliverables from a business and data/IT perspective that support business goals.
- Assist in direct bottom‑line impact by fast‑tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on‑boarding experience.
- Analyze training requests and propose solutions.
- Partner with Treasury Management Sales, Relationship team (RMs, CRAs and Support) and TM Operations to ensure a smooth hand‑off of service implementation.
- Maintain a high level understanding and ability to navigate across the bank’s internal and customer‑facing systems.
- Set, manage and effectively communicate project expectations to team members in a timely and clear fashion.
- Proactively manage changes in project scope, identify potential crises and devise contingency plans.
- Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner.
- Attend meetings and training as required to develop and enhance knowledge of TM products, processes and technologies.
- Other duties as assigned.
- Must have undergraduate college degree (BS/BA).
- 4‑7 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support).
- Previous implementation/project management experience a plus.
- Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues.
- Track record of gaining and understanding customers’ needs and delivering excellent customer service.
- Excellent written and verbal communication skills and ability to manage internal and external relationships effectively.
- Ability to self‑prioritize.
- Strong planning, project organization skills and attention to detail.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- High
Skills:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. - Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Microsoft Office Suite including Word, Excel and PowerPoint.
About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
More information is available at
Benefit Highlights- Medical with wellness incentives, dental, and vision.
- HSA with company match.
- Maternity and parental leave.
- Tuition reimbursement.
- Mentor program.
- 401(k) with 6% match.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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