About The Role Implementation specialists are responsible for the implementation and initial training of treasury products to existing and future clients. This position develops a cooperative working relationship between Treasury Sales Officers and other Bank operations departments necessary for the set up and delivery of Treasury products to prospects and clients. Develop processes and procedures that simplify, clarify, and speed up the process between the time of client acceptance of Treasury Management products and the product implementation. Follows up with clients when new setups are implemented and remain a constant source for any ongoing client questions or needs.
Essential Job Functions: - Builds strong relationships with treasury and other depository clients.
- Manages and oversees the collection of client documentation.
- Accurately completes documentation packages as part of the client delivery/on-boardin...