What are the responsibilities and job description for the Treasury Management Product Implementation Specialist position at The National Bank of Indianapolis?
Are you a service-oriented professional who enjoys blending client interaction, problem-solving, and hands-on implementation? The National Bank of Indianapolis is seeking a Treasury Management Implementation Specialist to join our Treasury Management team. You’ll play a key role in delivering tailored cash management solutions, working directly with clients to ensure smooth onboarding, training, and ongoing support.
What You’ll Do
The National Bank of Indianapolis is the city’s only locally owned national bank committed to building long-term client relationships and supporting our local community. As part of our Treasury Management team, you’ll help businesses streamline their operations, enhance security, and achieve financial success.
You’ll find a workplace that values collaboration, professional growth, and service excellence. Here, your expertise will make a tangible difference for our clients—and for your career.
In Summary
Bring your technical knowledge. Bring your customer focus. Bring your best.
We’ll provide the culture, resources, and trust to help you succeed.
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.
What You’ll Do
- Partner with Treasury Management Bankers to meet or exceed sales and portfolio goals.
- Serve as the primary liaison between clients, Bank vendors, and internal departments.
- Support both new and existing clients by resolving issues, answering questions, and proactively identifying needs.
- Coordinate product and service implementations, including scheduling and conducting client training sessions (on-site, virtual, or phone-based).
- Provide on-site installation and training for Treasury Management hardware and software solutions.
- Assist with proposals, product comparisons, and documentation for new business opportunities.
- Maintain and update client-facing user guides, operating procedures, and training materials.
- Collaborate with Treasury Management Support and Operations teams to ensure accurate and timely maintenance requests for new and existing clients.
- Facilitate the relationship between Elavon and the Bank, coordinating monthly meetings, reviewing reports, and supporting merchant services.
- Generate and maintain monitoring reports for Treasury Management applications.
- Lead and support projects involving system upgrades and product enhancements, including client communications.
- Monitor daily client compliance related to Positive Pay and ACH Positive Pay deadlines, ensuring exceptions are handled promptly.
- Bachelor’s degree or equivalent relevant experience required.
- 4 years of customer service and sales experience in banking, ideally within Treasury Management or Merchant Services.
- Strong knowledge of Treasury Management products, financial services, and operational processes.
- Proficiency in Microsoft Office (especially Excel and Word).
- Excellent customer service mindset with a proactive, problem-solving approach.
- Strong communication skills, both written and verbal, with a professional and engaging demeanor.
- High attention to detail and accuracy, with solid accounting or balancing skills.
- Ability to prioritize, manage multiple projects, and meet deadlines in a fast-paced environment.
- Analytical thinker with the ability to evaluate needs and develop practical solutions.
The National Bank of Indianapolis is the city’s only locally owned national bank committed to building long-term client relationships and supporting our local community. As part of our Treasury Management team, you’ll help businesses streamline their operations, enhance security, and achieve financial success.
You’ll find a workplace that values collaboration, professional growth, and service excellence. Here, your expertise will make a tangible difference for our clients—and for your career.
In Summary
Bring your technical knowledge. Bring your customer focus. Bring your best.
We’ll provide the culture, resources, and trust to help you succeed.
The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.