Implementation Project Partner

1 week ago

Statesboro, Georgia, United States Morris Bank Full time
About the Role

Morris Bank is seeking a highly skilled Implementation Project Partner to join our team. As a key member of our Treasury Services department, you will be responsible for the successful implementation and training of Treasury Products and Services for our clients.

Key Responsibilities:

  • Maintain a deep understanding of Treasury products and services, as well as accompanying laws, rules, and regulations.
  • Develop a working knowledge of commonly used client accounting systems, account management platforms, and specialty software used in integration of Treasury products and services.
  • Stay up-to-date on consumer online banking systems and services to provide comprehensive support for clients.
  • Exhibit exceptional project management skills, with the ability to manage client expectations, TM Sales Officer requirements, and time management to complete onboarding requests efficiently.
  • Provide white-glove customer service, with rapid response times for client requests.
  • Travel throughout the bank's footprint as needed for in-person technology installation and client training.
  • Set up client profiles in mBiz, along with the back-office setup of all Treasury products and services.
  • Resolve client issues related to mBiz or Treasury products and services.
  • Assist in the daily management of Treasury-related payment, information, and fraud protection.
  • Serve as a liaison with FIS and other providers of Treasury Services.
  • Perform duties as defined in the Bank Secrecy Act / Anti-Money Laundering Program.

Requirements:

  • Bachelor's degree; 5 years banking experience; or 2 years banking experience with a two-year degree or completion of a specialized course of study at a business or trade school.
  • 3 years experience in project management.
  • Working knowledge of Treasury Services and cash flow preferred.
  • Knowledge of all deposit applications on the OSI system preferred.
  • Knowledge of software applications: Windows, Microsoft Word and Excel.
  • Technical problem solving for internet use and technology preferred.
  • Presents a professional image in dealing with customers, interdepartmental and external representatives.
  • Strong attention to detail, good judgement and decision-making skills.
  • Excellent oral and written communication skills.
  • Ability to educate a diverse range of clients on highly technical topics.
  • Ability to exercise personal and professional responsibility and work under minimum supervision.
  • General knowledge of Bank operations preferred.
  • General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred.

Working Conditions:

  • Requires extensive contact with the general public.
  • Requires incumbent to remain sedentary within office.
  • May require travel to other offices to provide assistance or attend meetings.

Morris Bank is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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