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SouthState Bank · 5 hours ago

Treasury Management Product Implementation Team Lead - McKinney, TX

McKinney, TX

Full-time

Onsite

Senior Level

5+ years exp

SouthState Bank is committed to helping their team members find success while maintaining integrity and fostering relationships. The Treasury Management Product Implementation Team Lead oversees the implementation team, ensuring high-quality service and support for complex client implementations of Treasury Management products and services.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Oversees the Treasury Management Implementation Team, ensuring top level service by providing guidance, instruction, direction, and leadership

This position monitors the achievements of the team and coaches based on findings

Responsible for the oversight of complex implementations of Treasury Management products / services for the clients of South State Bank

Supports the sales cycle by serving as the subject matter experts on Treasury Management products and services

Provides guidance and support on complex client implementations

Performs review of set ups, maintenance, and monthly reporting for Implementation Team

Assist TM Sales Officers with any potential clients and boarding process

Coach team members to develop relationships with all sales partners, thus resulting in higher productivity and greater morale

Maintains and follows through on customer contact regarding new products & service implementations

Train new team members and ensure that existing members remain current with system processes

Ability to build relationships both within the bank and with external vendors to maintain a high level of service

Acknowledge areas that need improvement, determine the goal, and build the steps required to attain it

Work with TM Support Manager & Assistant Manager to maintain performance initiatives, coaching and development strategies for all team members and various other consistencies across the department

Performs other duties as assigned

Develop and maintain extensive technical knowledge of Treasury Management and Bank products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the delivery and support of Treasury Management products and services

Manages Implementation queue workflow to ensure workload parity across Implementation team

Create, maintain, and execute project plans and implementation for complex Treasury Management inclusive of client conversions during mergers

Performs testing of ACH file uploads (both CSV and NACHA formats) and Positive Pay file uploads as needed

Ensure that all quality service level agreements related to implementation tasks and timelines are met

Ensure that client Treasury Management documentation, internal processes and procedures are compliant with regulatory guidelines

Assist Treasury Management Sales Officers in identifying additional client needs and offering/providing additional TM products/services

Maintain appropriate tracking logs, based on client additions/changes/deletions

Provide subject matter expertise to internal bank staff as required

Acts as back-up to Treasury Management Client Support team

Assist with special projects as required

Participates in data mapping, testing and other conversion projects related to Bank mergers

Accepts other duties as assigned

Qualification

Treasury ManagementBanking experienceProject managementMS Office expertiseTechnical knowledgeCustomer serviceProblem analysisAttention to detailOrganizational skillsCommunication skills