Treasury Management Solutions Onboarding Specialist

16 hours ago


Los Angeles, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled Treasury Management Solutions Onboarding Specialist to join our team at City National Bank. As a key member of our Client Onboarding Success team, you will be responsible for onboarding new and existing clients with Treasury management products, ensuring seamless implementation and client satisfaction.

Key Responsibilities
  • Project manage and own the implementation of Treasury management products and services, ensuring compliance with defined processes and policies.
  • Coordinate all aspects of client onboarding, including sales/client interaction, gathering implementation details, and coordinating testing with the TMS Client Testing Team.
  • Manage and document changes to policies and procedures that have arisen during the client onboarding process to improve future client experience.
  • Set up recurring calls with clients and internal partners to move forward on implementation, acting as a liaison between all areas.
  • Maintain a dashboard with status and updates on progress of implementation to clients and deal teams on a regular basis.
Requirements
  • 3-5 years of customer service experience, preferably in the financial services and banking industry.
  • Strong working knowledge of Treasury management products and services.
  • Proven project management experience, certification a plus.
  • Proficient in Microsoft Office software and data tools.
  • Strong teamwork and partnership skills, with effective communication and presentation skills.

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