Treasury Management Onboarding Implementation Specialist
Core
Lead end-to-end execution of complex onboarding projects for high-value treasury management clients, ensuring strategic alignment and successful delivery from initiation to completion.
Role type
Senior Implementation Project Manager (Treasury Management)
Builds
Operational readiness and successful integration of treasury management products for clients
Domain
Commercial Banking / Treasury Services
Deliverable
client delivery
Required skills
Project management, treasury management subject matter expertise, stakeholder management, client engagement, process optimization, documentation, resource allocation, risk mitigation
Preferred skills
Multi-stakeholder project leadership, analytical problem-solving, cross-functional collaboration, Microsoft Office Suite proficiency
Responsibilities
Develop and manage detailed project plans with milestone tracking; Lead onboarding projects for treasury products; Serve as primary point of contact for clients; Facilitate discovery and readiness meetings; Partner with Sales, Product, and Technology teams; Produce implementation guides and project documentation
Seniority
Senior, hands-on IC
