Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.
Coordinate, facilitate and participate in client meetings related to assigned projects and initiatives.
Lead and manage end-to-end onboarding projects for Treasury Management clients, ensuring timely and successful implementation of solutions.
Monitor project progress, manage risks, and resolve issues to ensure successful outcomes with the use of project plans as needed.
Solicit ongoing feedback from client, Relationship Manager, internal partners and servicing peers to identify areas of improvement.

Bachelor’s degree, or equivalent work experience
Typically five to eight years of related experience
Advanced knowledge of Treasury Management or related financial services
Strong project management skills and expertise
Proficiency in Microsoft Office Suite
Strong communication, problem-solving, and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Excellent verbal and written communication skills
Strong executive presence, confidence partnering with a variety of levels within the organization
Demonstrated leadership and the ability to influence without authority
Background managing or servicing business clients, with an emphasis on an elevated client experience
Strong analytical and data interpretation skills

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Treasury Client Onboarding Project Manager

Key skills