Treasury Management Implementation Analyst Sr.

Location: Onsite listed in the posting

Summary

The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers and ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on a weekly basis during the implementation to execute the agreed upon contract, build relationships, provide client training, and ensure client satisfaction. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience.

Essential Functions

• Develop client-by-client project plans to meet commitments in their service level agreement plans
• Perform requirement gathering, documentation, communication, and attend recurring meetings to meet program goals as required by product and implementation type
• Proactively coordinate multiple resources to ensure clients’ objectives are met
• Act as a liaison between internal operational partners and customers (throughout the implementation process
• Accurate and proactively provide program updates to customer and internal account manager
• Proactively identify and recommend appropriate solutions to ensure clients’ objectives are met
• Provide initial system training for new customers
• Implement Treasury Services including: verification of documentation, adding services to platforms, reviewing set ups for accuracy, and training the client.
• Perform other duties as assigned
• Responsible for playing a key role and leading the end-to-end client implementation process for Treasury Management Services utilizing project management skill set
• Accountable for running large onboarding projects with clients beginning to end
• Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files
• Ability to convey technical information in a way that is easy for others to understand
• Assist sales team in their business development efforts by providing product implementation expertise, develop project implementation plans and lead all phases of the implementation process including pre and post implementation support
• Ability to define project scope and deliverables from a business and data/IT perspective that support business goals
• Assist in direct bottom line impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering a superior on-boarding experience
• Analyzes training requests and proposes solutions
• Partner with Treasury Management Sales, Relationship team (Relationship Managers (RMs), Customer Relationship Assistants (CRAs) and Support) and TM Operations to ensure a smooth hand-off of service implementation
• Maintain a high level understanding and ability to navigate across the bank’s internal and customer facing systems
• Sets, manages and effectively communicates project expectations to team members in a timely and clear fashion
• Proactively manages changes in project scope, identify potential crises and devise contingency plans
• Possess and demonstrate a high level of professionalism and communicate in a clear, concise manner
• Attend meetings and training as required to continue development and to enhance knowledge of TM products, processes and technologies
• Other duties as assigned
  
  

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
• Must have Undergraduate College Degree (BS/BA)
• 10 years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support)
• Previous implementation/project management experience a plus
• Ability to work independently with an analytical aptitude
• Attention to detail and the ability to manage multiple priorities
• Excellent written, verbal, and interpersonal communication skills
• Adaptable and resilient to all situations with an optimistic outlook
• Intermediate/Advanced level of proficiency with Microsoft Word, Excel and Outlook
• Provide expertise and willingness to own the process around root causes of issues
• Knowledge of treasury management products, functions, support systems and related policies, procedures and regulatory issues
• A track record of gaining and understanding customers’ needs and delivering excellent customer service
• Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively
• Ability to self-prioritize
• Strong planning, project organization skills and attention to detail
• Payment experience (ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payable, Transmissions, etc.) preferred
• Commercial and/or Treasury experience preferred
• High Skills: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
  
  

Computer And Office Equipment Skills

Microsoft Office Suite including Word, Excel and PowerPoint

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
  
  

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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.PDN-a173c632-5a84-4edc-b9b1-e1ba66959e48