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Huntington National Bank · 5 hours ago

Treasury Management Onboarding Implementation Specialist

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Huntington National Bank is seeking a Treasury Management Onboarding Implementation Specialist who will lead the execution of complex onboardings for high-value treasury management clients. This role involves managing all phases of the onboarding lifecycle, ensuring strategic alignment, and delivering successful results through effective project management and stakeholder engagement.

Asset ManagementFinanceFinancial Services

No H1B

U.S. Citizen Only

Responsibilities

Develop and manage detailed project plans, including activity sequencing, milestone tracking, and resource allocation

Lead onboarding projects for a wide range of treasury products, ensuring technical and operational readiness

Maintain accountability for project deliverables, timelines, and stakeholder engagement

Facilitate discovery and readiness meetings with clients and internal teams to define scope, roles, and responsibilities

Serve as the primary point of contact for clients throughout the onboarding lifecycle

Communicate project status, risks, and mitigation plans clearly and proactively

Identify and engage key stakeholders across departments, including Sales, Service, Onboarding, Product, Vendors, Clients, and Technical Partners

Lead with a proactive and solution-oriented communication style to maintain transparency, foster collaborations, and keep all parties aligned on project status and outcomes

Maintain full control of the project timelines, milestones, and resources, ensuring alignment with project objectives

Proactively escalate issues requiring senior management engagement to ensure timely resolution

Conduct discovery and readiness meetings with clients and internal stakeholders to establish project scope, clarify objectives, and assign responsibilities

Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals

Partner with Sales, Product, Onboarding, Service, Vendors, and Technology teams to ensure seamless execution

Collaborate with dedicated project managers when joining in-progress projects, ensuring continuity and clarity

Produce high-quality documentation including project plans, meeting notes, implementation guides, and client communications

Demonstrate excellent verbal and written communication skills across all levels of the organization

Identify opportunities to enhance onboarding processes and improve client experience

Contribute to process optimization initiatives and promote best practices in project management

Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement

Qualification

Treasury management expertiseStakeholder managementProject managementMicrosoft Office SuiteAnalytical skillsCommunication skillsOrganizational skillsProblem-solving skillsInterpersonal skillsCollaboration skills

Required

Bachelor's Degree

5+ years of experience in treasury management and project management with a proven record of leading complex implementations

Preferred

Excellent written and verbal communication skills, including professional grammar, tone, and presentation in both face-to-face and virtual environments

Strong project management capabilities with the ability to drive initiatives forward, maintain focus, and deliver results

Highly meticulous with strong organizational, analytical, and problem-solving abilities

Exceptional interpersonal skills, with the ability to build trust and maintain strong client relationships

Proven ability to manage multi-stakeholder projects in a dynamic, fast-paced environment

Collaborative mindset with the ability to work effectively across multiple lines of business and functional teams

Proficiency in Microsoft Office Suite and other project management tools