Treasury Management Implementation Specialist

Job Summary

The Treasury Management Implementation Specialist is responsible for opening new commercial accounts and implementing treasury management solutions for the bank. This position obtains documents and compliance data and facilitates training/client onboarding to the HTB platform. This role will also assist in audit or compliance related duties to ensure all regulatory and compliance requirements are satisfied within the account opening and new service onboarding process.

Key Responsibilities / Essential Functions

• Facilitates the execution of new account documentation and treasury management agreements.

• Responsible for playing a key role in the end-to-end client implementation for Treasury Management Services.

• Offers sales advice and direct sales to our retail network for business clients.

• Proactively manages changes in project scope, identify potential crises, and devise contingency plans.

• Sets, manages, and effectively communicates project expectations to team members and clients in a timely and clear fashion.

• Partners with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Commercial Banking Assistants (CBAs), and Support and TM Risk to ensure a smooth hand-off of service implementation.

• Maintain confidentiality and security of sensitive information.

Job Requirements

Education:

• High school diploma or equivalent required.

Required:

• 2 years of banking experience required with a concentration of customer service and/or treasury management implementation.

• Ability to work across large, complex organization to achieve results.

• Proficient knowledge in common business functions such as Microsoft Office suite, including Word, Excel, and PowerPoint.

• Track record of gaining and understanding customers’ needs and delivering excellent customer service.

• Excellent written and verbal communication skills is a must.

• Ability to develop and maintain a high-level understanding and ability to navigate across the bank’s internal and customer facing systems.

• Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner.

Preferred:

• Bachelor’s degree.

About HomeTrust Bank

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.

Work Environment, Physical Requirements

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.

• This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

• Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

• Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.

• The employee will frequently communicate and must be able to exchange accurate information with others.

• The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.

DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.