Treasury Management Implementation Product Specialist-Commercial Card
Core
Partners with Treasury Management sales and business clients to ensure services are implemented quickly and accurately.
Role type
Treasury Management Implementation Product Specialist
Builds
Treasury Management services and commercial card implementations
Domain
Banking / Treasury Management
Deliverable
client delivery
Required skills
data entry and validation, workflow documentation, liaison coordination, time tracking, analytical ability
Preferred skills
treasury management experience, operations experience
Technologies
Microsoft Office Suite, Treasury Management Applications
Responsibilities
Assist with implementation of products and services, perform data entry and validation, document progress of implementation, validate required documentation and approvals, provide follow-up communication, serve as liaison between clients and internal teams, track and drive implementations to completion, ensure smooth transition to Client Services
Seniority
Entry-level, hands-on IC