Treasury Management Specialist

Job Summary

A company is looking for a Treasury Management Implementation Specialist.

Key Responsibilities

• Manage multiple queues and new product workflows within the CRM system for product setup and maintenance
• Review implementation packages for accuracy, follow up on missing documentation, and communicate setup status to sales officers
• Implement new products and services for clients, ensuring accuracy and recommending process improvements

Required Qualifications

• Associate's degree in Accounting, Business, Economics, Law, Computer Science, or a related field required
• 4 to 6 years of Banking and Treasury Management experience required
• Experience in the banking industry with an understanding of basic banking operations and Treasury Management products
• Knowledge of relevant operating systems, applications, and Microsoft Office
• Ability to multitask and prioritize workflow in a fast-paced environment