Treasury Management Implementation Specialist

2 days ago

Memphis, Tennessee, United States First Horizon Bank Full time
About the Role

We are seeking a highly skilled Treasury Management Implementation Specialist to join our team at First Horizon Bank. As a key member of our implementation team, you will be responsible for ensuring the smooth implementation of Treasury Management products and services for our commercial clients.

Key Responsibilities
  • Lead large onboarding projects from beginning to end to implement treasury services for our commercial clients.
  • Define project scope and deliverables that support business goals.
  • Set, manage, and effectively communicate project expectations to team members in a timely and clear manner.
  • Perform requirements gathering, documentation, communication, and attend recurring meetings to meet goals as required.
  • Develop and manage implementation project plans.
  • Lead all phases of the implementation process including pre and post implementation support.
  • Proactively coordinate with multiple resources to ensure client requirements are met.
  • Provide detailed client training for new services.
  • Partner with Treasury Management Sales, Treasury Management Fulfillment, and Treasury Management Technical Support to ensure a smooth hand-off of service implementation.
  • Candidates should have working knowledge of complex Treasury Management products and services, such as ACH, Wires, Electronic Bill Payment, Lockbox, Integrated Account Payables, Transmissions, Image Cash Letter, etc.
  • Ability to convey technical information in a way that is easy for others to understand.
  • Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experience.
  • Maintain understanding and ability to navigate across the bank's internal and client facing systems.
  • Possess and demonstrate a high level of professionalism and communicate in a clear and concise manner.
  • Attend meetings and complete training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
  • Perform other responsibilities as assigned.
Requirements
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
  • Must have Undergraduate College Degree (BS/BA).
  • 10+ years related experience in a relevant environment (Treasury Management Sales, Implementation, Product, or Support).
  • Previous implementation/project management experience is a plus.
  • Ability to work independently with an analytical aptitude.
  • Attention to detail and the ability to manage multiple priorities.
  • Excellent written and verbal communication skills a must; candidate should be able manage internal and external relationships effectively.
  • Adaptable and resilient to all situations with an optimistic outlook.
  • Knowledge of treasury management products, functions, support systems and related policies, procedures, and regulatory issues.
  • A track record of gaining an understanding of client needs and delivering excellent customer service.
  • Ability to self-prioritize and excellent time management skills.
  • Strong planning, project organization skills and attention to detail.
  • Proficient with Microsoft Word, Excel, and Outlook.
Preferred Qualifications
  • Certified Treasury Professional (CTP) and/or Project Management Professional (PMP) are desirable.
Work Schedule
  • Monday - Friday.
  • 9:00 AM - 5:00 PM.
About Us

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefits
  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.
  • More --
Corporate Diversity Commitment

We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

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