AZ Treasury Management Implementation Consultant I
Posted yesterday
midfirst bankScottsdale (AZ)
TellersCommercial Banking
SENIORITY
Senior
About the role
The Implementation Consultant is responsible to implement products and services sold to business clients, working closely with Commercial Services and Operations personnel, as well as Relationship Managers and Commercial Banking Officers to ensure that products and services are established as priced and documented. This position is responsible for, but not limited to, theThis newly created position will support two to three TMSOs with primary office location dependent upon selected candidate.Job Responsibilities:Implement and train customers on new TM services established and train new users of existing customers as requestedWorks directly with TMSOs, Relationship Managers, Bank Operations, Customer Service and Treasury Support regarding available options for delivery of productsCoordinate with support personnel for more complex programming, when necessary, to provide services to customers with unique needsCommunicate with TMSOs on the status of all pending implementations and review all service set ups to ensure a smooth introduction to MidFirst BankResponsible for the preparation and/or coordination of agreements as well as making sure customers execute and return agreementsReview monthly billing to validate new services are implemented and billed correctly before introducing Commercial Services as a daily contactFollow up with customers to ensure all newly implemented services are meeting expectationsIdentify product improvements and solutions observed during implementation and training and communicate gaps and opportunities to Commercial Product ManagementCoordinate with Treasury Management Sales Officers on all aspects of Remote Deposit installationsThe qualified candidate will possess a Bachelor degree or equivalent professional experience and a minimum of 5 years in Treasury Management sales, Commercial or Bank Operations. Incumbent must have demonstrated knowledge of treasury management products and related business, financial and risk management processes, bank operations and compliance.Proficiency with word processing, spreadsheet and presentation software required. Familiarity with various financial payment software applications desired.Job SummaryRequisition Number: AZTRE005333Job Category: BankingSchedule: Full-Time
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