Treasury Management Implementation Analyst

Job Summary

The Treasury Management Technical Implementation Specialist will oversee the successful implementation of various technical solutions within the specialty deposit verticals. The employee will be responsible for working closely with clients, internal stakeholders, technical teams, and third-party partners to ensure seamless integration for clients and their chosen solutions.

Key Responsibilities / Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Partner with the sales team and third-party partners to design, plan, and implement banking solutions and technical integrations.
• Collaborate with internal stakeholders to understand the technical requirements for new banking products, services, and systems.
• Coordinate with third party vendors and internal stakeholders to ensure the successful integration of their products and services into the bank's existing infrastructure.
• Develop and maintain project plans, timelines and documentation related to these implementations.
• Develop and execute test plans to validate the functionality, performance, and security of treasury management solutions, identifying and resolving issues as needed.
• Create and deliver customized reports for clients.
• Provide technical training and support to clients and internal stakeholders, ensuring a smooth transition to the new treasury management platform and ongoing operational readiness.
• Create comprehensive documentation, including system configurations, user guides, and troubleshooting procedures to support client implementations and facilitate knowledge transfer.
• Execute quality control practices for other members of the implementation team.
• Serve as a back-up to the billing process and account analysis system and procedures.
• Maintain confidentiality and security of sensitive information.
• Adhere to all corporate policies and procedures, Federal and State regulations, and laws.
• Complete all mandatory annual compliance training.
• Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.
• Perform other duties and special projects as assigned.

Job Requirements

Education:

• High school degree or equivalent.

Required:

• 2+ years of proven experience in technical implementation or support roles within treasury management, banking, or financial services industry.
• Understanding of treasury management systems, payment processing technologies, and banking protocols.
• Understanding of software implementation methodologies, project management tools, and systems integration techniques.
• Ability to work across large, complex organizations to achieve results.
• Excellent written and verbal communication skills, with the ability to effectively engage with internal and external clients, and technical teams.
• Ability to identify problems, troubleshoot, and deliver strategic solutions to clients.
• Demonstrated track record of gaining trust, understanding clients' needs, and delivering excellent customer service.
• Proficient in Microsoft Office products.

Preferred:

• Bachelor's degree in a relevant course of study

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, Tennessee, and Georgia. 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 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

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)