Seacoast Bank · 2 hours ago
Treasury Management Implementation Specialist III
Stuart, FL
Full-time
Onsite
Mid Level
3+ years expSeacoast Bank is a financial institution that provides banking services, and they are seeking a Treasury Management Implementation Specialist III to support the Treasury Sales Officers and the Community Bank sales force. The role involves onboarding customers, coordinating demonstrations and training, and managing various aspects of Treasury services to ensure customer satisfaction and mitigate risks.
BankingFinancial ServicesLending
Responsibilities
Handles/manages set up of Treasury services by maintaining a comprehensive understanding of Seacoast Treasury Management products and services
Processes customer on-boarding for all Treasury Management products timely, with attention to detail and customer experience
Communicates often to customers, sales officers and/or LOB partners during Onboarding process to advise of status, challenges, and resolutions
Strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service products/processes, including, but not limited to internet, telephone, smart phone/tablet applications, ACH, Remote Deposit Capture (RDC) and P2P
Responds to inquiries/requests submitted to TM Implementations inbox
Comprehensive understanding and adherence of all TM documentation, policies, and procedures
Fully able to explain, sell, setup, and service CDARS products for customers
Able to comprehend and process complex ACH reviews, renewals, and limit increases, including ACH Debit Block procedures. Perform annual reviews for all ACH customer credit facilities to ensure continued creditworthiness
Comprehensive understanding of TM billing and maintain ability to provide clarification to customers and bank associates
Ability to understand and process SWEEP/REPO customer setup and ongoing review of accounts
Resolves problems or discrepancies on customer accounts in a timely manner
Schedule and prioritize work activities, effectively handling frequent interruptions while following up on commitments in a timely manner
Complete additional tasks as requested
Participates in committees both within and outside the scope of the role and department. Is utilized as a useful resource for other departments and internal customers and is leveraged to educate others regarding TM products, services, sales techniques, and processes
Continues to educate oneself in TM policies, procedures, processes, product knowledge, and industry advancements. Works towards learning additional functions within other TM departments including Customer Care and Merchant Services
Is seen as a change agent, consistently identifying process and product improvements and helps to implement changes within the department
Lead key strategic initiatives occurring within TM Operations (or with key business partners) as requested, delivering on time and within budget
Has taken on supervisory responsibilities and is learning the role of the TM Service & Implementations Manager
Mastery of on-boarding customers with respect to all TM products and services. Consistently exceeds cross-sell expectations by identifying additional new and existing customer needs
Adhere to Seacoast Bank’s Code of Conduct
Qualification
Required
High School diploma or equivalent, with minimum of 4 years of previous experience in retail sales, service or banking related fields
Minimum 3 years' experience in a Treasury Operations or Implementation/Onboarding role
Must have a flexible schedule, able to work during all days and hours of operations, including weekends and occasional non-bank operational hours
Superior oral communication skills. Comfortable and efficient at presenting information/training. Listens in order to clarify information; asks questions to test for clarity and understanding
Superior written communication skills. Ability to communicate professionally with clear messaging
Strong knowledge of all Seacoast Treasury products and services
Possess good judgment and decision-making ability. Makes timely and accurate decisions with readily available information and within clearly defined parameters, knows when to refer matters to the next level, determines the priorities and acts within the agreed upon time frame, applies and achieves agreed upon standards of quality, identifies choices from a range of previously made decisions and selects the one which best fits the needs of the situation
Effective organizational, problem solving and analysis skills. Organizes own work in order to complete routine tasks, establishes priorities and plans based on knowledge of team/departmental plans, seeks input from others in order to improve the plan
Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment
Good interpersonal skills. Adjusts comfortably to demanding situations; is patient, remains focused on resolving issues rather than defending positions
Ability to work independently. Maintain strong self-confidence: Works with little supervision, appears confident, and presents oneself with assurance
Ability to maintain a high degree of confidentiality
Must be proficient in PC functions including MS Word, Excel, PowerPoint, Outlook and all bank related systems with the ability to learn other computer systems/programs quickly
Available to work overtime as necessary to meet the primary objectives of the job
Company
Seacoast Bank
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
1001-5000 employees
H1B Sponsorship
Seacoast Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$9.19M2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO
Leadership Team
Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
Recent News
2025-12-09
Yahoo Finance
2024-12-28
2024-12-28
Company data provided by crunchbase