Treasury Implementation Specialist II - Req

We are looking for an Implementation Specialist II who can combine banking or financial services experience with strong client service, problem solving, and technical aptitude. In this role, you will serve as a customer liaison for software products and third party interfaces, helping clients navigate complex issues, implementations, system enhancements, and ongoing product needs.

COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award-winning employer, including:

• Health Insurance: Employees and their eligible dependents – including spouses, domestic partners, and children – are eligible for coverage from the first day of the month following hire, including medical, dental, and vision insurance, as well as ancillary benefits. COCC also contributes to employees’ health savings accounts (HSA).
• Retirement: COCC matches 100% for the first 3% and 50% for the next 2% that employees contribute to their 401(k). Additionally, COCC may make a discretionary annual contribution to the plan based upon the profitability of the company.
• Paid Time Off: COCC offers a generous PTO policy, including quarterly wellness days, paid holidays, and a birthday day off.
• Hybrid
  
  Schedule:
  
  Enjoy the flexibility of a hybrid work schedule designed to support work-life balance and personal well-being
• Training & Development: COCC offers robust employee development programs aligned with career pathing objectives, including cutting edge training and educational resources, as well as a tuition reimbursement program to support continued education.
• Recognition Programs: Be recognized and celebrated through employee appreciation and peer recognition programs.
• On-site Fitness Centers: Stay active and energized with convenient on-site fitness centers available to employees.
• Fuel Up: Monthly company-sponsored lunches discounted catered meals, and convenient on-site snacks.
• Additional Benefits: COCC offers employees a Lifestyle Spending Account (LSA) to support employees’ unique needs, as well as company-paid life insurance, wellness initiatives, and access to financial planning guidance from certified professionals.

To learn more about our comprehensive benefit programs, please visit:

• Resolve complex client issues and provide support for escalated customer situations
• Support internal customers and partner vendors across selected platforms and COCC system integrations
• Serve as a subject matter expert and resource for team members
• Manage cases and requests to ensure issues are resolved within established service levels
• Act as a liaison between clients, business units, product management teams, and technical resources
• Support new product implementations, system enhancements, upgrades, and product rollouts
• Monitor implementation projects to keep clients on track with delivery dates and milestones
• Coordinate installations and issue resolution with technical resources
• Lead client status meetings and document action items
• Interview clients to understand current product usage, functionality, and potential gaps
• Gather client data and requirements needed for product setup and system functionality
• Develop test scripts and participate in release testing as needed
• Document business requirements, procedures, workflows, task plans, and user guides
• Document product bugs, enhancement requests, and confirmed software defects
• Support client demonstrations, training, onsite events, and new client acquisitions as needed
• Participate in rotating on call and after hours support

• Bachelor’s degree in business, IT, or a related field, or equivalent work experience
• Minimum of four years of experience in banking or financial services
• Technical or operational…