Senior Treasury Management Implementation Specialist

Senior Treasury Management Implementation Specialist Job Location s

• US-PA-Lancaster
• US-PA-Wyomissing
• US-DE-Greenville
• US-VA-Virginia Beach
• US-MD-Columbia
• US-NJ-Bridgewater

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

This is a full-time career opportunity that offers hybrid work schedule within our 5 state footprint of PA, MD, NJ, DE and VA post training.

Core working hours Monday through Friday, 8:30 am - 5 pm.

This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a deep understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience.

Will also provide Tier II support to provide resolution to client inquiries, issues, and/or technical support as needed. This role is client-facing and will assist junior members of the team providing support for implementation and modification of services.

• Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Will be responsible for more complex treasury products. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
• Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
• Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
• Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Identify opportunities to improve the implementation process and provide suggestions to streamline workflows and enhance client satisfaction. Ensure all documentation and procedures comply with industry regulations and internal policies.
• Maintain a deep understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients. Assist clients in understanding how to optimize the use of cash management services to improve efficiency in managing their cash flow.
• Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure. Assist junior members of the team, providing mentoring and additional support for implementation or system issues.

Education:

High School Diploma or equivalent. Specialty: general studies. (Required)

Bachelor's Degree or the equivalent experience. Specialty: general studies. (Preferred)

Experience:

5 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)

2 or more years project management or similar experience. (Required)

• Proven experience in customer service, preferably in a banking or financial services environment. (Required)
• Strong organizational skills with the ability to manage multiple client implementations simultaneously. (Required)
• Proven ability to manage timelines and meet deadlines. (Required)
• Proven leadership skills and the ability to mentor junior team members. (Required)
• Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
• Familiarity with project management tools and practices. (Required)