First Western Trust · 6 hours ago
Treasury Management Implementation Specialist II
Denver, CO
Full-time
Onsite
Mid Level
$71K/yr - $107K/yr
3+ years expFirst Western is seeking a Treasury Management Implementation Specialist II to join their team. In this role, you will coordinate client onboarding and implementation for commercial treasury clients, ensuring a high-quality client experience and managing transitions to service. You will also provide training and support while partnering with internal teams to improve processes and client satisfaction.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Coordinate client onboarding, implementation, training, and transition to service for new and existing commercial treasury clients across all TM products, ensuring accuracy, timeliness, and high-quality client experience to ensure clients are ready to begin servicing with Profit Centers
Manage the transition from Middle Office to Profit Centers by ensuring a smooth handoff, clear ownership, and timely resolution of open items. Serve as the primary point of contact for Profit Center associates during onboarding, proactively resolving issues, setting expectations, and ensuring a smooth handoff from sales to service
Provide client training and guidance to help clients understand processes, tools, and product capabilities. Act as a Treasury Management expert across TM products, digital banking platforms, implementation workflows, and client experience
Serve as the primary support contact (“help desk”) for ongoing Profit Center servicing questions, issues, and coordination across internal teams. Deliver consistent TM training for internal teams and clients covering documentation, product functionality, onboarding requirements, and best practices
Support new product setups for existing clients, ensuring changes are implemented accurately and communicated clearly
Partner with internal teams to identify process improvements and improve the overall client and operational experience
Develop, maintain, and continuously improve internal procedures, client guides, and product support materials to standardize implementations and enhance the client experience
Qualification
Required
Familiar with FIS: IBS Insight, BST, Extended Account Analysis (XAA)
Detailed knowledge of business banking regulations and compliance as it relates to business banking operations
Proficient in MS Office Tools: Outlook, Excel, PowerPoint and Word
Exceptional verbal and written communication skills
Excellent interpersonal skills to effectively liaise with clients and internal teams
Proficient in creating SOPs and training material
Keen attention to detail
Aptitude to learn documentation and risk requirements
Initiative-taking approach
Bachelor's Degree Business or related area of emphasis
3-5 Years Private Banking Experience
3-5 years Treasury Management/Business Banking/Cash management products and services
3-5 Years Bank Operations/Implementations Experience
Preferred
Baker Hill Next Gen a plus
Certified Treasury Professional (CTP) Within 1 year of hire
Accredited ACH Professional (AAP), Certified Payments Professional (CCP), or similar certification
Benefits
Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays
Company
First Western Trust
We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.
201-500 employees
H1B Sponsorship
First Western Trust 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
2025 (2)
2023 (2)
Funding
Current Stage
Public CompanyTotal Funding
$46.98M2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M
Leadership Team
Julie Courkamp
President and Chief Operating Officer
Alex McDougall
Regional President
Recent News
2026-01-23
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2026-01-23
2026-01-22
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