Treasury Management Implementation Specialist
Job Description
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
About This Job
The Treasury Management Implementation Specialist position is primarily responsible for ensuring the smooth implementation of all Treasury products. This position is expected to meet with assigned clients on weekly basis during the implementation to execute the agreed upon contract, build relationships and ensure client satisfaction.
Hybrid/Flexible - work from home two (2) days per week after successfully completing training (up to six (6) months), office location is downtown Kansas City, MO
Essential Functions
- Develop client-by-client project plans to meet commitments in their service level agreement plans
- Create a defined project plan that matches the client's overall objectives and goals to deliver on-time and under budget implementations by working collaboratively with internal teams and external vendors
- 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
- Review the accuracy of contract completion and validate product setups
- Proactively identify and recommend appropriate solutions to ensure clients' objectives are met
- Provide initial system training for new customers
- Perform other duties as assigned
Knowledge, Skills & Abilities Required
- Basic understanding of contract language, operating rules, regulations and requirements as well as various modes of processing
- Ability to work independently with an analytical aptitude
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
- Bachelor's degree or equivalent combination of education and experience required
- 2+ years of experience in the areas of implementation, project management, sales or portfolio management required
- Payment experience (ACH, wires, electronic banking, lockbox, transmissions, etc.) preferred
- Commercial and/or Treasury experience preferred
#LI-Hybrid
***Level of role is determined by knowledge, experience, skills, abilities, and education
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
Explore More
Date Posted
09/23/2023
Views
41
Positive
Subjectivity Score: 0.8
Similar Jobs
Treasury Sales Officer I - Healthcare Not For Profit - Higher Education - Bank of America
Views in the last 30 days - 0
View DetailsInside Sales Representative - J. J. Keller & Associates, Inc.
Views in the last 30 days - 0
View DetailsPayer Back Office Strategy / Technology / Operations Consultant, Senior Manager - PwC
Views in the last 30 days - 0
View DetailsAccess Analytics, Ambulatory Operations Consultant, Senior Manager - PwC
Views in the last 30 days - 0
View Details