Treasury Management - Implementation Specialist Sr

Position Title

Treasury Management - Implementation Specialist Sr

Location

Troy, MI 48098

Job Summary

A Senior Treasury Management-Implementation Specialist applies advanced knowledge and experience in supporting Treasury Management Sales & Payment Advisors (TMS&PAs) and Sales Associates. Independently determines the most effective implementation process for the client. Responsible for achieving portfolio growth objectives, ensuring correct billing, compiling information for relationship reviews, guaranteeing proper internal controls and policies are followed, and supporting ad-hoc requests in coordination with other internal stakeholders.
Pay Range: $64,022 - $83,229 - $102,436

Job Responsibilities:

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• Determines the most effective implementation process for clients, follows through on requests for new business; coordinates with client service and implementation; provides day to day oversight of implementations and client change requests.  Supports and trains less experienced Implementation Specialists.  Participates and provides advice regarding sales procedures.
• Submits billing information, including billing adjustments, Support ad-hoc requests (billing inquiries, list inquiries, mailing lists), Provide change readiness support, including creation of pitch material on ad-hoc basis.
• Participates in process improvement initiatives designed to improve workflow resulting in an enhanced client experience.  This can include internal sales procedures, coordination with onboarding and client support and Billing.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.  Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 5+ Years.

Preferred Qualifications:

• Education level preferred: College, Vocational or Associates Degree (2 years or equivalent)
• Certified Treasury Professional designation (CTP) as awarded by the Association for Financial Professionals is desired and can be obtained through employment.

Job Competencies:

• Advanced knowledge of and understanding of treasury management products and services.
• Advanced skills associated with client TM solution needs and onboarding.
• Advanced understanding of value propositions related to treasury management applications within a corporate treasury environment.
• Good understanding of both business and banking regulations such as UCC, Reg CC, Reg E and regulatory guidance/oversight.
• Professional verbal and written communication skills.
• Possesses strong aptitude for time management, organization and the ability to manage multiple initiatives successfully.
• Ability to mobilize internal networks and resources to resolve a service challenge or develop a solution.
• Physical demands (ADA): No unusual physical exertion is involved.