At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
The Treasury Management Implementation Specialist coordinates and executes the implementation of Treasury Management products and services for new and existing clients. This position manages implementation activities from customer commitment through activation and completion, ensuring customer requirements, documentation, systems, and internal dependencies are addressed accurately and timely.
The Specialist serves as a central point of coordination among customers, Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and other internal partners. The position manages multiple implementations simultaneously, establishes clear expectations, proactively identifies obstacles, and ensures a smooth transition from sale to successful implementation and ongoing service.
A successful candidate will have:
- Exemplary customer service experience
- Strong attention to detail and time management skills
- Confident and articulate communication skills
- Initiative and strong work ethic
- Ability to effectively build and maintain relationships with Emprise associates, vendors, and professional contacts
- An understanding of and commitment to our values
Essential functions of the role:
Implementation & Onboarding
- Coordinate and execute implementation of Treasury Management products and services following customer commitment.
- Coordinate new Treasury Management services and changes for existing customers.
- Gather and review customer information and documentation based on business and product requirements.
- Establish implementation requirements, responsibilities, timelines, and next steps.
- Monitor implementation workflow and service levels to ensure requests are completed accurately and timely.
- Maintain ownership of implementation requests from initiation through completion.
- Maintain implementation information in applicable systems, including electronic signatures, OTEs, and related workflow requirements.
- Coordinate document exceptions and implementation obstacles with appropriate internal partners.
- Identify potential delays, dependencies, and customer-impacting issues and proactively communicate them.
- Confirm services are appropriately established and ready for customer use.
Client & Internal Coordination
- Serve as a primary point of contact for customers throughout the implementation process.
- Establish clear expectations regarding requirements, timelines, responsibilities, and next steps.
- Coordinate activities across customers, Treasury Management Sales, Commercial Banking, Bank Operations, vendors, and other internal partners.
- Provide timely implementation status updates.
- Facilitate a smooth transition from implementation to ongoing Client Service.
Documentation & Quality Control
- Review customer documentation for completeness and accuracy.
- Complete and monitor applicable workflow, documentation, electronic signature, and system requirements.
- Maintain accurate implementation records and supporting documentation.
- Perform quality-control reviews to identify missing or incomplete implementation requirements.
- Conduct post-implementation follow-up to identify outstanding items and confirm successful activation.
Process Improvement & Risk Management
- Evaluate implementation processes for efficiency, effectiveness, customer experience, and operational risk.
- Identify recurring implementation challenges and recommend process improvements.
- Maintain implementation procedures, checklists, and supporting documentation.
- Recognize customer, operational, fraud, compliance, and service risks and escalate appropriately.
Team Collaboration
- Partner with the Technical Solutions Specialist when implementations involve technical configuration, integrations, automation, or specialized training.
- Partner with the Client Service Specialist to ensure an effective transition into ongoing support.
- Serve as backup to Client Services and Technical Solutions functions, as needed.
- Share implementation trends and recurring customer issues with the Treasury Management team.
Other duties as assigned within the scope and responsibility of the job
Requirements
- High school diploma or GED.
- 1+ year of experience in banking, financial services, operations, client onboarding, project coordination, or a related field.
- Experience coordinating implementations, projects, or complex customer requests. (preferred)
- Treasury Management experience (preferred)
- Experience with ACH, Wires, Positive Pay, Remote Deposit Capture, online banking, or other Treasury Management products. (preferred)
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success.
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at www.emprisebank.com.
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.
