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Fulton Bank · 3 months ago

Senior Treasury Management Implementation Specialist

US-DE-Greenville

Full-time

Hybrid

Senior Level

$24.13/hr - $40.24/hr

5+ years exp

Fulton Bank is committed to making a positive impact in local communities and is seeking a Senior Treasury Management Implementation Specialist. This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients, ensuring a seamless client experience through effective communication and technical support.

BankingFinancial Services

No H1B

Responsibilities

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

Qualification

Cash management productsClient implementationsProject managementCustomer serviceOrganizational skillsCommunication skillsTechnical supportCompliance knowledgeMentoringDocumentation