TM Implementation Specialist - Charlotte NC, Port St. Lucie FL, Atlanta GA

About the position Responsibilities • Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing. • Manage Implementation queue workflow to ensure workload parity across Implementation team. • Receive, validate, record and image Treasury Management implementation documentation for setup and maintenance to clients' TM products, services and pricing. • Create, maintain and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers. • Implement TM products/services as required, gaining assistance from other areas as needed until implementation is completed. • Perform testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed. • Communicate with clients regarding file testing and any format changes needed. • Coordinate installation and testing for Remote Deposit Capture clients. • Ensure that all quality service level agreements related to implementation tasks and timelines are met. • Advise clients on potential improvements to online security, product/service utilization and enhancements. • Maintain ownership of problem resolution on any Treasury Management implementations, including identifying the issue, resolving and following up with clients to ensure satisfaction. • Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines. • Provide clients with all necessary startup materials (user guides, manuals, instructions, token activation, etc.). • Provide clients with walk-through and training on services as required, either by telephone or WebEx. • Review initial account analysis statement to ensure accuracy and completeness. • Follow up with clients to ensure all products/services are implemented and functioning correctly, that pricing is accurate and that any additional client needs are met. • Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services. • Provide guidance and support to teammates on the Treasury Management Implementation team. • Be available for occasional on-site client visits as required. • Maintain appropriate tracking logs, based on client additions/changes/deletions. • Provide subject matter expertise to internal bank staff as required. • Act as back-up to Treasury Management Client Support team. • Assist with special projects as required. • Participate in data mapping, testing and other conversion projects related to Bank mergers. Requirements • Associate's degree or higher preferred. • 3-5 years Treasury Management Support experience; 5 years previous banking experience preferred (Commercial Call Center, Client Service, Operations). • Experience with and advanced technical knowledge of account analysis, TM products/services and online banking systems preferred. • MS Office expertise (MS Excel, Word, Outlook, Project). • Ability to read, write, speak and understand English. • Proven understanding of the technical aspects of Treasury Management products i.e. file formats, file transmissions. • Excellent written/oral communications skills. • Proven success in problem analysis and resolution. • Strong attention to detail and accuracy. • Strong organization skills. • Ability to manage multiple detailed work assignments with a high degree of accuracy. Apply tot his job Apply To this Job