Treasury Mgmt Commercial Card Specialist II

Overview

Job Summary

The Treasury Mgmt Commercial Card Specialist II, within the Commercial Card team, has a pivotal client facing role providing direct support for clients, sales partners, and technical contacts working with Commercial clients. This role involves ownership of the Commercial Card product implementation, onboarding, technical training, and ongoing maintenance tasks for Commercial Card solutions. The specialist is responsible for servicing and research related to specialized products, identifying and prioritizing issue resolution, and ensuring adherence to timelines and achievement of milestones through a disciplined approach to implementation, service, research, and issue resolution.

This role also requires strong working knowledge of integrated payables technology and the ability to manage and configure customer profiles within vendor payment portals.

• Client Relationship Management
  • Develop and manage strong relationships with clients utilizing Huntington’s Specialized Product solutions, offering ongoing support to ensure evolving needs are met.
  • Take ownership of service and research inquiries, troubleshoot issues, and resolve any concerns related to the Specialized Products supported.
  • Identify and engage key partners such as TM product partners, vendors, TM Sales, TM Service, and other technical contacts to resolve issues and provide thought-based solutions.
  • Communicate proactively with a solution-focused approach to ensure transparency, foster collaboration, and keep stakeholders consistently informed on progress, challenges, and resolution plans.
  • Provide end-to-end client support for integrated payables implementations, coordinating vendor portal onboarding, payment file configuration, approval workflow setup, and customer profile management within third-party payment and AP automation platforms.
• Compliance & Risk Management
  • Ensure that all treasury and cash management processes adhere to the bank’s compliance policies, as well as federal and state regulations governing the services supported.
  • Follow established risk guidelines and ensure a timely resolution to mitigate any customer complaint.
  • Proactively escalate issues requiring senior management engagement to ensure swift resolution.
  • Maintain customer data within vendor portals and integrated payables systems with a focus on accuracy, security, and compliance with internal controls and audit standards.
• Reporting & Analysis
  • Create and monitor performance reports.
  • Leverage insights from these reports to address customer and partner needs effectively and identify opportunities for process improvements.
  • Monitor and analyze trends and usage patterns within integrated payables systems and vendor portals to identify training needs, configuration deficiencies, or workflow enhancements.
• Cross Department Collaboration
  • Collaborate with internal departments, such as Product, Sales, Service & Onboarding, Technical Support, and Operations to address client needs and ensure that service delivery aligns with organizational standards.
  • Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals.
  • Partner closely with TM Product and Technology teams to support updates, enhancements, and issue resolutions specific to integrated payables and vendor-based payment solutions.
• Overall TM Product & Technology Knowledge
  • Maintain up-to-date knowledge on products, services, departmental systems and related technology, policies, and procedures.
  • Serve as a technical subject matter expert for integrated payables solutions, encompassing payment file transmissions, formatting standards, and customer payment profile configuration within third-party vendor portals.
• Documentation & Communication
  • Demonstrate excellent verbal and written communication skills across all levels of the organization.
  • Document vendor portal configuration steps, client payment workflows, and integrated payables set up requirements clearly and accurately for both internal reference and client use.
• Continuous Improvement & Process Optimization
  • Identify opportunities to enhance onboarding processes and improve client experience.
  • Ass…