Implementation Project Partner
4 weeks ago
This role focuses on the successful management of project implementations for Treasury Products and Services at Morris Bank. The Implementation Project Partner will work closely with a Treasury Sales Officer to create and execute projects for client onboarding, setup, and training.
The ideal candidate will possess strong organizational skills, time management abilities, and effective communication skills. They will be passionate about delivering high-quality results, providing excellent customer service, and ensuring timely project completion.
Key Responsibilities
Maintain a deep understanding of Treasury products and services, including relevant laws, rules, and regulations.
Develop a working knowledge of client accounting systems, account management platforms, and specialty software used in Treasury product integration.
Provide exceptional customer service, responding promptly to client requests and resolving issues related to mBiz or Treasury products and services.
Assist in the daily management of Treasury-related payment, information, and fraud protection, including Positive Pay exceptions and file processing, ACH and Wire processing, File Transmissions, and Remote Deposit.
Serve as a liaison with FIS and other providers of Treasury Services.
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.
Preferred Skills
Strong attention to detail, good judgment, 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
This role requires extensive contact with the general public and may involve travel to other offices to provide assistance or attend meetings. The incumbent must remain sedentary within the office and be capable of operating all types of office equipment, including computers, copy machines, fax machines, and telephones.
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