Sr. Associate, Process Manager - Treasury Management Implementation
Core
Manage end-to-end implementation of Treasury Management products and services for new and existing clients, acting as a central point of contact to drive revenue generation and improve client retention.
Role type
Senior Implementation Specialist (Treasury Management)
Builds
Customized client implementation plans and service setups for Treasury Management offerings
Domain
Banking / Treasury Management / Cash Management
Deliverable
client delivery
Required skills
Treasury Management Operations, client service, project management, product implementation, training delivery, SLA management, operational instructions execution, issue tracking, status reporting
Preferred skills
Bachelor's Degree, client service experience, product modification feedback
Technologies
N/A
Responsibilities
Develop customized implementation plans for clients, manage end-to-end project delivery within agreed timeframes, support sales officers on complex product setup calls, conduct new client training, monitor implementation queues to expedite aged items, perform peer reviews on assigned cases
Seniority
Senior, hands-on IC
