Treasury Management Implementation Specialist
4 weeks ago
Treasury Management Implementation Specialist II
The Treasury Management Implementation Specialist will be responsible for all aspects of the development and implementation of assigned products and provides a single point of contact for internal and external customers throughout the implementation process. Requires close collaboration across all Treasury Management departments, operations, and other internal bank colleagues.
Responsibilities
* Manage the delivery and success of small to mid-level complexity projects and Treasury Management product implementations.
* Organize and execute a large volume of customer implementations primarily focused on core Treasury Management service.
* Manage risk and customer-impacting issues during product implementations; includes tracking, mitigating, and problem resolution.
* Communicate effectively with customer and stakeholders.
* Manage the integration of client-dependent tasks and review deliverables with clients.
* Provide technical and analytical guidance to customers and internal partners.
* Manages timeline, quality, and customer expectations throughout the life of implementation projects.
* Manage a portfolio of customer requests varying in size, volume, and complexity.
* Serve as a subject matter expert of low-complexity/core Treasury Management products and how they operate.
* Offer creative solutions to the increasingly complex problems faced by customers in the Treasury Management industry.
* Be knowledgeable about how common accounting/ERP systems interact with Comerica's products in order to determine compatibility.
* Ability to work independently and also provide positive contributions in a team-environment.
* Demonstrate ability to follow tasks through to completion with minimum supervision.
* Possess the ability to simultaneously handle multiple tasks with flexibility and good judgment.
* Demonstrate well-developed time management and prioritization skills.
* Possess excellent written and verbal communication skills.
Qualifications
* Bachelor's degree from an accredited university or 4 years of relevant experience
* 3 years financial services operations or Treasury Management experience
* 3 years external customer service experience
* 3 years working with Microsoft Office products including Microsoft Teams
* 1 year of experience working with Treasury Management and/or Corporate Cash
* Management systems implementations preferred
San Jose Main8:00am - 5:00pm Monday - Friday
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