Treasury Management Onboarding Implementation Specialist

Responsibilities

• Develop and manage detailed project plans, including activity sequencing, milestone tracking, and resource allocation
• Lead onboarding projects for a wide range of treasury products, ensuring technical and operational readiness
• Maintain accountability for project deliverables, timelines, and stakeholder engagement
• Facilitate discovery and readiness meetings with clients and internal teams to define scope, roles, and responsibilities
• Serve as the primary point of contact for clients throughout the onboarding lifecycle
• Communicate project status, risks, and mitigation plans clearly and proactively
• Identify and engage key stakeholders across departments, including Sales, Service, Onboarding, Product, Vendors, Clients, and Technical Partners
• Lead with a proactive and solution-oriented communication style to maintain transparency, foster collaborations, and keep all parties aligned on project status and outcomes
• Maintain full control of the project timelines, milestones, and resources, ensuring alignment with project objectives
• Proactively elevate issues requiring senior management engagement to ensure timely resolution
• Conduct discovery and readiness meetings with clients and internal stakeholders to establish project scope, clarify objectives, and assign responsibilities
• Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals
• Partner with Sales, Product, Onboarding, Service, Vendors, and Technology teams to ensure seamless execution
• Produce high-quality documentation including project plans, meeting notes, implementation guides, and client communications
• Demonstrate excellent verbal and written communication skills across all levels of the organization
• Identify opportunities to enhance onboarding processes and improve client experience
• Contribute to process optimization initiatives and promote best practices in project management
• Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.

• Bachelor’s Degree
• 4+ years of experience in treasury management and project management with a proven record of leading complex implementations
• Excellent written and verbal communication skills, including professional grammar, tone, and presentation in both face-to-face and virtual environments
• Strong project management capabilities with the ability to drive initiatives forward, maintain focus, and deliver results
• Highly meticulous with strong organizational, analytical, and problem-solving abilities
• Exceptional interpersonal skills, with the ability to build trust and maintain strong client relationships
• Proven ability to manage multi-stakeholder projects in a dynamic, fast-paced environment
• Collaborative mindset with the ability to work effectively across multiple lines of business and functional teams
• Proficiency in Microsoft Office Suite and other project management tools.