Provides daily support functions for clients including completing billing requests, product implementations, and account set-up
Assists with the maintenance requests for cash management products
Helps review account analysis statements, monthly
Primary back-up coverage for Afterhours Third Party Payment Processing (TPPP) as needed
Assists with regular risk reviews and audits of cash management products and provides operational reporting
Helps maintain procedures and policies requiring knowledge of complex procedures and/or regulatory requirements
Provides support for internal calls to interpret and explain policies and procedures
Provides direct customer service for escalated/complex issues
Provides onsite and virtual training to customers and general support for treasury management products
Assists in identifying Commercial Deposit product issues and provides resolution to potential problems
Assists with the preparation of customer facing and internal communications
Helps conduct periodic pricing reviews
Attends quarterly on-site team and Operations meetings
All other duties as assigned.

Associate’s degree or related field required
Bachelor’s degree in Business Management preferred
3+ years’ prior experience in a similar role
Must have reliable transportation to and from multiple work site locations
Strong analytical and problem-solving skills
In-depth knowledge of account analysis and treasury management products, service, and STFP setups preferred
Excellent verbal and written communication skills
Strong customer service skills
Highly motivated and experienced in managing multiple tasks
Demonstrates and promotes high ethical standards and behavior
Adapts and helps others manage change
Ability to make accurate and quick decisions under pressure
Excellent process and procedural knowledge
Advanced team building and collaboration skills to manage diverse services provided
High-level proficiency in MS Office Suite.

TM Implementation Specialist

Key skills