Business Implementation Specialist

Business Implementation Specialist

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

The Business Implementation Specialist is responsible for effectively implementing and maintaining all aspects of Treasury Management products assigned to the role, including Lock Box Services, Positive Pay, Deposit Express, ACH Origination, Reporting, Account Analysis, Cash Vault, Sweep Accounts, and Commercial Online Banking. The specialist may assess hard charges for non‑analyzed accounts, provide internal phone support to Branch Sales staff, Treasury Management Officers, and Sales Support staff, compose and update documentation and training materials for business clients and employees, and support all department‑owned applications for release, disaster recovery, system upgrades, and special projects.

• Implement and maintain Treasury Management products including Lock Box Services, Positive Pay, Deposit Express, ACH Origination, Reporting, Account Analysis, Cash Vault, Sweep Accounts, and Commercial Online Banking.
• Assess hard charges as applicable for non‑analyzed accounts.
• Provide internal phone support to Branch Sales staff, Treasury Management Officers, and Sales Support staff.
• Compose and update documentation and training materials for business clients and employees.
• Support all department‑owned applications for release, disaster recovery, system upgrades, and special projects.
• Handle the most complex tasks for the Commercial Implementation group and act as the subject‑matter expert or "go‑to" person in the department.
• Ensure consistent and accurate implementation of business services, systems, and products.
• Fulfill client‑facing documentation, including signature documents, agreements, and online banking setups.
• Transmit all customer paperwork to the core operating system and follow standard operating procedures.
• Provide quality reviews for other Commercial Implementation Specialists’ implementations and Sales Support staff’s documentation submissions.
• Manage work flow and delegate tasks, demonstrating strong leadership skills.
• Train new associates and provide ongoing training for associates.
• Setup, document, and monitor Commercial Sweep Accounts and Commercial Web Pay.
• Provide telephone and email support for all business products to Sales Staff and Branch Employees.
• Monitor overall product performance for maximum efficiency and effectiveness.
• Handle administrative duties such as issue escalation, query writing, and reporting.
• Conduct Level3 issue research and resolution.
• Balance and reconcile accounts.
• Participate in special projects, including conversion, release, disaster recovery, system upgrades, acquisitions, conversions, and de‑conversions as assigned.
• Perform other duties as assigned.

• Minimum 5 years of prior banking operations, banking center, or teller experience.
• Minimum 5 years of customer service experience, including client issue resolution.
• High School Diploma or equivalent.
• Advanced knowledge of banking software (e.g., Jack Henry).
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Advanced knowledge of Treasury Management products and services.
• Intermediate to advanced tasks in level of complexity and scope.
• Self‑motivated with the ability to work independently and make decisions with a high degree of independence.

Occasionally lifts and carries up to 50 lbs. Occasional standing and walking. Frequently sits.

The associate is responsible for meeting all compliance requirements imposed by state and federal law, including Bank Secrecy Act, Anti‑Money Laundering, OFAC, suspicious activity reporting, and all other lending and deposit compliance requirements.

We are an E‑Verify employer. We do not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.