Treasury Management Implementation Specialist
Value Proposition
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a strong understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience. Will also provide Tier II support to provide resolution to client inquiries, issues, and/or technical support as needed. This role is client-facing.
This role offers a hybrid work schedule within our 5 state footprint of PA, MD, NJ, DE and VA post training.
Core working hours Monday through Friday, 8:30 am - 5 pm.
Responsibilities
Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Ensure all documentation and procedures comply with industry regulations and internal policies.
Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.
Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure.
Qualifications
Education
High School Diploma or equivalent. Specialty: general studies. (Required)
Bachelor Degree or the equivalent experience. Specialty: general studies. (Preferred)
Experience
3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)
Knowledge, Skills, and Abilities
Proven experience in customer service, preferably in a banking or financial services environment. (Required)
Strong organizational skills with the ability to manage multiple client implementations simultaneously (Required)
Proven ability to manage timelines and meet deadlines. (Required)
Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
Strong knowledge of cash management principals, banking products and financial systems (Required)
Familiarity with project management tools and practices. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidates knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $20.48 - $34.13.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Apply Now
Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.
Overview
This role is responsible for managing the onboarding and implementation of treasury management products and services for commercial clients. The specialist works closely with clients, internal teams, and third-party vendors to ensure the successful integration of treasury management solutions. This role requires a strong understanding of treasury products, excellent communication skills, and a customer-focused approach to deliver a seamless client experience. Will also provide Tier II support to provide resolution to client inquiries, issues, and/or technical support as needed. This role is client-facing.
This role offers a hybrid work schedule within our 5 state footprint of PA, MD, NJ, DE and VA post training.
Core working hours Monday through Friday, 8:30 am - 5 pm.
Responsibilities
Manage the end-to-end implementation of treasury management products, including cash concentration, disbursements, fraud protection, and electronic funds transfer solutions. Collaborate with clients, internal partners and vendors to obtain required information, documentation, and file testing as required. Ensuring setup is completed accurately and within defined service level agreements meeting or exceeding customer expectations.
Serve as the primary point of contact for clients during the implementation phase, providing regular updates and ensuring clear communication on project timelines and deliverables. Conduct onboarding sessions with clients to review requirements, provide system training, and ensure a clear understanding of treasury product functionality.
Provide technical assistance, including hyper-care support for all newly implemented services. Serves as an escalation point for Cash Management support staff on cash management products (Tier II Support) resolving challenges regarding technical issues raised by staff or customer.
Maintain accurate documentation for all implementation activities, including client communications, system configurations, and troubleshooting steps. Ensure all documentation and procedures comply with industry regulations and internal policies.
Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients.
Provide overflow support for the Cash Management Customer Support Team as needed when call volumes increase due to a specific project or system failure.
Qualifications
Education
High School Diploma or equivalent. Specialty: general studies. (Required)
Bachelor Degree or the equivalent experience. Specialty: general studies. (Preferred)
Experience
3 or more years cash management or commercial banking or related experience with a focus on client implementations or technical support. (Required)
Knowledge, Skills, and Abilities
Proven experience in customer service, preferably in a banking or financial services environment. (Required)
Strong organizational skills with the ability to manage multiple client implementations simultaneously (Required)
Proven ability to manage timelines and meet deadlines. (Required)
Excellent communication skills, both verbal and written, with a customer-centric approach. (Required)
Strong knowledge of cash management principals, banking products and financial systems (Required)
Familiarity with project management tools and practices. (Preferred)
Other Duties as Assigned by Manager
This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.
Pay Transparency
To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidates knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.
The hourly rate for this position is $20.48 - $34.13.
Benefits
Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.
EEO Statement
Fulton Bank (Fulton) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
Apply Now