Treasury Management Integration Specialist

Role Overview

• Lead onboarding and implementation for new and existing Treasury Management customers, including payables, receivables, and other financial products
• Serve as the primary point of contact for customer representatives throughout the implementation process via phone and email
• Conduct onboarding activities, perform analysis, and coordinate implementation tasks from point of sale through customer use
• Monitor and track implementation requests, timelines, and deliverables
• Ensure product functionality aligns with customer requirements and business needs
• Proactively identify, communicate, and escalate potential risks or obstacles impacting implementation
• Provide clear and consistent status updates to customers and internal partners
• Build and maintain positive customer relationships by delivering an efficient, high-quality onboarding experience

Requirements

• Bachelor’s degree, or equivalent work experience
• Five or more years of related experience
• Thorough knowledge of Treasury Management products and processes, with an understanding of how customers use them
• Strong planning and organizational skills, with proven analytical and problem-solving abilities
• Effective verbal and written communication and presentation skills
• Ability to collaborate effectively with internal partners and external customers
• Proficient computer navigation skills, including experience with Microsoft Office applications

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law